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nameDeactivate User Account_08AUG23.pdf

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Overview

User profiles can be deactivated through the Deem Partner Dashboard with appropriate permissions.

Table of Contents

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Overview

User profiles can be deactivated through the Deem Partner Dashboard with appropriate permissions.

Index

Benefits and Need to Know

Benefits

Need To Know

Deactivate Profile

How to Deactivate

Benefits and Need to Know

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Benefits and Need to Know

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Benefits

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TMC can deactivate accounts with appropriate permissions

Client can deactivate accounts with appropriate permissions

Please click link for further information around Partner Dashboard/Console Admin Permissions.

Need

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to Know

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  • When one or more traveler profiles are deactivated, profiles will not be completely deleted, simply deactivated, which will also remove the delegate association to the profile, if there is one.

  • User accounts can be deactivated manually or through an HR feed, User Profile Upload or Web Services.

Note: If creating and deactivating with HR feed or Web Services

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, do not deactivate profiles manually (unless urgent). Profiles should be deactivated through the HR feed or Web Services as configured.

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 Depending on

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set up, the manually deactivated account may become reactivated when the HR feed or Web Services is triggered.  

  • Deactivated profiles can be reactivated at anytime.

  • Deem maintains PNR data for at least 10 years.

  • Deem maintains Profile data until site is decommissioned.

    • The profile remains in Deem’s applications, allowing you to reactivate if necessary

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    • , however, all PII data will not remain. Once deactivated, the travel or delegate will not have access to the account

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    • - only those with Partner Dashboard/Console access will have the ability to access or reactivate.

Note: When a user account is deactivate the PII data will be removed from the individual profile

Note: If a client leaves Deem, you can request the client site to be decommissioned. Which at that time all profiles will be decommissioned as well. Please click link for further information about Decommissioning Client Site

Deactivate Profile

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How to Deactivate

Take the following steps to manually deactivate user account

  • Click Users Tab

  • Click Single User Deactivation

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Enter search criteria for account

  • Select Basic Search or Advanced Search

    • Advanced Search allows you further profile fields to search from

  • First Name:

  • Last Name:

  • User Name:

  • Email:

  • Employee ID:

  • Account Type:

    • End User: User profiles

    • Support:User profiles designated as support

  • User Status:

    • Show only active users

    • Show only inactive Deem users still active in company

    • Show all users

Helpful Hint:  You can use one or more of the search fields above. Due to the many ways to spell a first or last name you can actually search for partial names. Few examples below

  • First initial of first name and first initial of last name

  • Partial first name

  • Partial last name as in example in below screenshot. I am searching for the last name Never but searching only by Nev.  The system will present any last name starting with Nev.

  • Partial email address or even partial External ID

  • Search by only Active Users, to narrow down profile returned to only active accounts

  • If you know there are fewer than 200 user accounts you can leave all search options blank and click search

  • Click Search

  • Select User account/accounts to be deactivated

  • Click Add to the left of the user account to be deactivated

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  • User account will move down to Selected Results

  • You can continue to search for further accounts to be deactivated and add to the Selected Results section 

  • Click Continue

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  • Click deactivation option

    • Deactivate and Mark inactive in Company: (Recommended)

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  • Deactivates Status and Status in Company

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  • Deactivate Now

    • Deactivates only the Status

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Deactivate Profile

To manually deactivate user account:

  1. From the Partner Dashboard home page, select Settings in the Edit Site column for the site that needs updating.

  2. On the Users tab, select Single User Deactivation.

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  3. Enter search criteria for the user or users you need to deactivate. Partial information can be entered in the search fields. Select Search.

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  4. Select Add in the Search Results list to move the user for deactivation to the Selected Results list.

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  5. Continue to add users to Selected Results until all users that you want to deactivate are in the list. Select Continue.

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  6. Select deactivation option.

    • Deactivate and Mark Inactive in Company (recommended)

      • Used most often when an employee has left the company and is not expected to return. User would also be removed from reports and statistics.

      • If Deem is synching profiles to the GDS, this option also triggers a message to “purge” that profile, if purging in enabled.

        Image AddedImage Added
    • Deactivate Now

      • Deactivates only the Status.Used most often when an employee has taken temporary absence from the company and is expected to return. User would continue to be included in reports and statistics.