Once you have your program(s) up and running, the next step in the process is learning how to maintain it. One of the key aspects of maintaining your program(s) is by managing who can access the platform from within your organization. Once one of your users leaves your organization, it is important to ensure this is updated within Together as well. There are a few ways that this can be accomplished:
- Integrating your HRIS with Together
- Uploading a list of user data on a cadence you set
- Manually removing users from Together
In this article, we will cover how to review your terminated users when their status has been updated either from a newly uploaded list of user data or from the most recent sync with your HRIS.
Terminated Users
When a user's EmployeeStatusCode attributes are modified to anything other than "A" for Active (ie: set to T for Terminated, or L for Leave) either via HRIS sync or via a CSV upload of users, their account is marked for removal.
Once a user is marked for removal, they will be automatically logged out, and they will no longer be able to login to Together. Their matches will not be ended until the account marked for removal is confirmed by an admin. Users marked for termination will also appear with warning symbol beside their name in theĀ UsersĀ section of Together.
Example user removal
In this case, two users will be removed from the organization:Ā David, andĀ Joey:
Important: if a user has not registered for a program and they're marked for removal, they will be removed immediately from the User table.
After I have uploaded a new list of user data or my HRIS system syncs with Together and marks these users as terminated, we will see a message near the top of the user table informing us that oneĀ user was marked for removal.
- Since David was not registered, he was automatically removed after the upload/HRIS sync. This is why we will only need to review one user (i.e. Joey).
Reviewing Terminations
Now that we know that Joey has been marked for removal, we can click on the Review button above the user table to finalize her removal:
Note: Once a user is marked for removal, they will be automatically logged out. Once you finalize their removal from the platform they will no longer be able to access Together.
From here, you will see a table listing each of your users that have been marked for removal. You will also notice some other details that might be helpful such as what their roles are if they were registered to a program, which program(s) they were registered to, how many active matches they are in (if any), and when they were marked for removal (i.e. the date they left the organization):
To finalize their removal, you can either individually deactivate users, or deactivate them in bulk by selecting each of them in the table, then clicking Deactivate [#] Users:
Once you click theĀ Deactivate User button, you will see a final confirmation screen that looks like this:
To confirm this action, click the blueĀ Deactivate Users button one last time in the bottom right corner of the screen. This will queue these users for deactivation, and they will be removed from your user table shortly.
Important: Once a user has been deactivated, their user data will be purged from the Together Platform.Ā
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