There are two options for deleting users, or setting them inactive.
The easiest process is the following:
1. First, navigate to the ‘Users’ area under the ‘Configure’ option in the upper right-hand corner of the menu bar
2. The recommended next step is to export the current template to edit the current users. To export, select the export option above the list of users:
3. Using the export tab will download a .csv file with the current user records in the system. Open with Excel or another .CSV compatible program to make edits
4. In the .csv file that downloads after the export option, the 4th column named 'Status' controls whether or not a survey user receives a survey. Initially, a user's status is 'Active,' which indicates that the user will receive survey links if included as part of a survey instance.
To remove users from the survey process, there are two options
Recommended: Set the user status to Inactive. The system will keep the users' information in the system, but he or she will not receive any surveys going forward
Alternative: Update the user status to (delete) (note that the parenthesis are required around the word delete). Once the template is imported, the users' record will be removed from the database.
After updating the user information in the template, save the template as a .csv file, then use the import option to upload the new .csv file.
