May 16th & 18th 2023, Release Note: Adaco: Delete a User from Multiple Properties

“Great Idea! This new feature was originally raised as an Idea in our Customer Community. The suggestion helped our teams to design and release the enhancement which is now available to everyone.
Why not share your inspirational ideas (or vote on someone else’s) today!

Release date: May 16th (EMEA & APAC) and 18th (US) 2023

• Enabled by Default? - Yes
• Set up by customer Admin? - No
• Enable via Support ticket? - No
• Affects configuration or data? - No
• Roles Affected: - Adaco administrators who are able to delete Adaco users

What's Changing?

When deleting an Adaco user from a property, it will now be possible to delete them from multiple properties all at once.

Reason for the Change

Removes the need to log into multiple Adaco properties to delete the same user. 

Customers Affected

All Adaco customers.

Release Note Info/Steps

• From within any property, go to Property > User Center
• Right-click on the user and select Delete User

If the selected user exists in multiple properties, a form will display - see Fig.1

• On the left side, choose the properties from where to delete the user and use the arrow buttons to select them

If the user is active in any approval routes to which documents have been submitted or is the owner of any templates, this will be shown in the 'Approvals' and 'Templates' columns (Fig.1).

These active approvals and templates must be reassigned to another user in the same property with the same approval rights before the user can be deleted.

Fig.1 - 'Delete User' window, selecting properties, 'Approvals' and 'Templates' columns

After using the arrow buttons, a 'Reroute Approvals' pop-up will appear for any active approval routes for that user - see Fig.2.

• Choose an alternative user from the Reroute to user drop-down and select OK
• Repeat as necessary for other properties - the same pop-up will reappear until they are all completed

Fig.2 - Reassigning active approvals

Then, any templates belonging to the selected user need to be reassigned.

• In the pop-up that appears select the Full Name of the required user - see Fig.3

If any reassignments are cancelled/not completed, that property will not be selected and the user will remain there.

Fig.3 - Reassigning template ownership

• Once all active approvals and templates have been reassigned, select Delete from the main 'Delete User' window
• Confirm the deletion - select Yes 

Fig. 4 - Confirming the deletion of a user in multiple properties

The user will then be deleted from all selected properties.