停用公司目录中的用户账户
背景
通过将所有用户信息保存在组织的 Procore 公司账户中，保持全面的项目历史记录和准确的记录。虽然直接删除不是一种选项，但你可以轻松地停用用户的个人资料以防止登录访问。
在停用公司级别目录中的账户之前，请通过关闭任何待处理的已分配项或将它们重新分配给其他用户，以确保无缝过渡。Procore 强烈建议在停用之前完成这些步骤以获得最佳结果。为了解用户的未完成分配概述，"管理员"级别用户可以在公司的报告工具中方便地查看分配报告。
下面的示例概述了在停用用户之前需要考虑的一些注意事项。
Examples
If a user is associated with any open items on an active project, be sure to either close those items or reassign them to another user using the appropriate project tool in Procore. This should always be completed prior to deactivating a user in your organization's Company level Directory.Some best-practice considerations include, but are not limited to, the following:
Is the user an 'Employee' who requires a final timecard entry in the 'Timecard Entry' area of the Daily Log? See Create a Timecard Entry.
Is the user designated in the 'Assignment' field on a meeting item? See Edit a Meeting Item.
Is the user designated as 'Point of Contact' for a Responsible Contractor in an inspection? See Edit a Project Level Inspection.
Is the user designated as an 'Assignee' on an observation? See Edit an Observation.
Is the user designated in the 'Assigned To' field on a punch list item? See Edit a Punch List Item.
Is the user an 'RFI Manager' or 'Assignee' on an RFI? See Edit an RFI.
Is the user a 'Submittal Manager' or an 'Approver' on a submittal? See Edit a Submittal.