{"id":15694,"date":"2025-03-20T14:40:35","date_gmt":"2025-03-20T14:40:35","guid":{"rendered":"https:\/\/learnsuite.pcrecruiter.net\/site\/?post_type=docs&p=15694"},"modified":"2025-10-27T17:09:19","modified_gmt":"2025-10-27T17:09:19","password":"","slug":"modifying-users","status":"publish","type":"docs","link":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/user-settings\/modifying-users\/","title":{"rendered":"Modifying Users"},"content":{"rendered":"\n

Deleting Users<\/h2>\n\n\n\n

Deleting a user will deny access to the database with those credentials and remove the user name in User Name dropdowns going forward.  <\/span><\/p>\n\n\n\n

Any records, activities, interviews, rollups, etc. created by that user account will remain in the system.<\/span><\/p>\n\n\n\n

NOTE: If you wish to disable access to an account during a leave of absence but intend to reactivate it on a future date, do not delete it. Instead, use the “Account is Disabled” checkbox found at the bottom of the User Record in the Security<\/a> area.<\/em><\/p>\n\n\n\n

To remove a username:<\/p>\n\n\n\n

    \n
  1. Click Settings <\/strong>in the Main menu.<\/span><\/li>\n\n\n\n
  2. Click Users<\/strong>.<\/span><\/li>\n\n\n\n
  3. Click Manage Users<\/strong>.<\/span><\/li>\n\n\n\n
  4. Click on the user name you wish to remove.<\/span><\/li>\n\n\n\n
  5. Click the Delete <\/strong>icon<\/span>, which is found in the Action menu at the top of the record.<\/li>\n\n\n\n
  6. Confirm the deletion.<\/li>\n<\/ol>\n\n\n
    \n
    \"\"<\/figure><\/div>\n\n\n

    Change Username<\/h2>\n\n\n\n

    At times, you may wish to change the Username throughout the database. For example, if user JSMITH has changed last names and should be JMASON, you might wish to rename their account and all records associated with their account to a new name.<\/p>\n\n\n\n

    First, the user will need to delete any PCRMail Mail Servers<\/strong> set up under their username:<\/p>\n\n\n\n

      \n
    1. Open PCRMail (envelope icon) at the top right of PCR<\/li>\n\n\n\n
    2. Select “Configure” (gear icon) at the top left<\/li>\n\n\n\n
    3. Select “Mail Servers”<\/li>\n\n\n\n
    4. In the bottom frame, use the Action dropdown to the left of your Mail Servers to select “Delete”. Larger Mail Servers may take a while to delete. <\/li>\n<\/ol>\n\n\n\n

      Feel free to contact support@mainsequence.net if you need help deleting a Mail Server or if the request to delete a larger Mail Server times out.<\/p>\n\n\n\n

      Next, change the username. <\/strong>(Only a user with full admin permissions will be able to complete this part of the process):<\/p>\n\n\n\n

        \n
      1. Click the Settings <\/strong>on the Main menu.<\/li>\n\n\n\n
      2. Click Global Change<\/strong>.<\/li>\n\n\n\n
      3. Click Change User Name<\/strong>.<\/li>\n\n\n\n
      4. Select the Existing User Name<\/strong> from the dropdown.<\/li>\n\n\n\n
      5. Enter the New User Name<\/strong>. NOTE: Enter only the new 1-10 character username. Do not enter the full name here.<\/em><\/li>\n\n\n\n
      6. Click Save<\/strong>.<\/li>\n<\/ol>\n\n\n
        \n
        \"\"<\/figure><\/div>\n\n\n

        Finally, the user can now re-add the Mail Server<\/strong> to their changed Username. Click Here to view instructions for Adding a Mail Server.<\/a><\/p>\n\n\n\n

        Copy User Settings<\/h2>\n\n\n\n
          \n
        1. Click the Settings<\/strong> on the Main Menu<\/li>\n\n\n\n
        2. Click Users<\/strong>, then Manage Users<\/strong><\/li>\n\n\n\n
        3. Navigate to the Action Dropdown Menu<\/li>\n\n\n\n
        4. Select Copy User<\/strong><\/li>\n\n\n\n
        5. In the pop-out window, select the User<\/strong> you want to copy from the Source User Name <\/strong>dropdown.<\/li>\n\n\n\n
        6. Select the settings you wish to copy from the menus below\n