Deactivating a User
When an individual leaves your organization or is no longer working in HCAI, it is essential that your organization follow the necessary steps to deactivate the user. This includes removing access to the account and, if the individual is a claimant file owner, reassigning his/her claimants to a new file owner.
Deactivating a user in HCAI
This section outlines the basic process for deactivating an individual user in HCAI. To learn how to deactivate multiple users in bulk, continue to the next section. If the user is a claimant file owner, please also review the Transferring Claimants to Another File Owner page.
To deactivate a user, you must have the ‘User Administrator’ role assigned.
Click on the Manage > User Management tab. The ‘User Search’ screen will appear.
Search for the user you wish to deactivate.
In the ‘Search Results’ screen, click on the user you wish to deactivate.
The ‘Add/Edit/View User Details’ screen will appear.
Press the ‘Deactivate’ button (View Screenshot)
The screen will automatically refresh. The message ‘User Deactivated’ appears and the ‘Deactivate’ button is replaced by the ‘Activate’ button. The user will no longer have access to HCAI.
If the user was a claimant file owner, their claimants may need to be reassigned to another claimant file owner. Review the Transferring Claimants to Another File Owner page for more information.
Deactivating users in bulk
To deactivate users, you must have the User Administrator role assigned.
Go to the Manage tab and User Management sub-tab.
Input search criteria and click the “Search” button.
On the Search Results page, use the checkboxes to select one or more users. You may edit up to 50 users at once.
Click the “Modify Status” button. (View screenshot)
On the ‘Edit User Status’ screen, select “Deactivated” from the drop-down list.
Click the “Save” button.
Verify that the information displayed is correct, then click “Save” again.
A confirmation message will display the number of user accounts that were deactivated.
