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How to lock and archive a user profile on Cezanne Expenses

Learn how to lock and archive an employee’s profile, so it no longer appears in the user list.

Before you start

  1. Ensure that you are logged into Cezanne expenses as an Administrator

How to lock a user profile

  1. Click on Administration then User
  2. Select the user you would like to archive
  3. Scroll down the screen until you see the Lock button
  4. Change it to Yes
  5. Click Save to keep your changes

The user is now locked and you will be returned to the user list.

GIF showing the user archiving process

 

How to archive a user profile

  1. Locate the locked user
  2. Select the user by ticking the box alongside their name 
  3. Click Archive at the top of the screen
  4. Confirm by clicking OK on the pop up

The user has now been moved to the Archive tab.

Image showing how to archive a user