How to Deactivate a User in EDGEBIC

To deactivate a user in EDGEBIC by User Solutions, open Settings, the Security tab, and the Users sub-tab, select the person's row, and click Activate / Deactivate. Sign-in for that account is refused from that moment, whatever password is typed, while the account, its roles, and every audit entry it produced stay intact.

Deactivation is the right move when someone leaves, changes department, or goes on extended leave. Deletion is not, and the difference is worth understanding before you click. For the wider account structure, see how to set up users and roles.

Before You Start

• You are signed in as an administrator or with a role that includes the security permissions. The Security tab is hidden otherwise.
• You know which account belongs to the person. Usernames are not case-sensitive at sign-in, so check the full name and email columns rather than guessing from a username.
• You have decided whether anything the person owns needs handing over first. Work in EDGEBIC belongs to jobs and schedules, not to users, so there is usually nothing to reassign, but a half-built quote or an unsaved plan on their machine is worth closing out first.

Deactivating the Account

1. Open the Settings tab, then the 🔒 Security tab, then the Users sub-tab.
2. Find the person's row. The grid shows Username, Full name, Email, Roles, Active, Locked, and Last login.
3. Select the row.
4. Click Activate / Deactivate on the toolbar. The button is a toggle, so the same button switches an account back on later.
5. Confirm the Active column on that row is now clear.

There is no separate save step. The change takes effect at the next sign-in attempt for that account.

What Changes When You Deactivate

How to Check It Worked

The Active column on the Users grid is the check. If it is clear, the account is off.

If you want a live confirmation, have the person try to sign in, or try their username with a deliberately wrong password from a test machine. The message deliberately does not reveal whether the account exists, is inactive, or simply has the wrong password, so read the grid rather than the sign-in message when you are diagnosing.

Reactivating Later

Select the account and click Activate / Deactivate again. The Active column ticks and the person can sign in immediately with whatever password is currently on the account.

One thing to watch: if the account was also locked out from failed attempts before you deactivated it, reactivating does not clear the lock. Those are two separate states on the row, shown in two separate columns, and each has its own button. If both are set, use Unlock as well.

Deactivate, Delete, or Reset: Picking the Right Action

The Users toolbar has several buttons that look interchangeable and are not. Matching the situation to the button avoids the classic support ticket where three actions were tried and none of them fixed anything.

A Quick Worked Example

A shop supervisor resigns with two weeks' notice. On his last afternoon the administrator opens Settings → 🔒 Security → Users, selects his row, and clicks Activate / Deactivate. The Active column clears. The next morning he tries to sign in from home and is refused. Six weeks later a customer disputes a delivery date on a job he rescheduled; the schedule change history still names him on that entry, so the planner can explain exactly what happened and when. Had the account been deleted, the login would have gone but the situation would be no cleaner, and the option to restore his access for a handover would have gone with it.

Common Mistakes

Deleting instead of deactivating. Deletion is permanent and buys nothing. It also frees the username, so a future starter can end up with an identity that looks like the departed person's in older conversations.

Removing all roles instead of deactivating. An account with no roles can still sign in; it simply sees almost nothing. That is not the same as blocked, and it reads as a broken installation to whoever tries it.

Assuming a password reset also blocks access. A reset replaces the password, it does not disable the account. If your goal is to stop someone signing in, deactivate.

Forgetting the lock is a separate state. Reactivating a previously locked account leaves the lock in place. Check both columns.

Next Steps

If the account you are dealing with is locked rather than being retired, how to unlock a locked-out user is the fix, and how to assign multiple roles to a user covers access changes for an internal move. For the full task library, see the EDGEBIC how-to hub, and for the platform overview, EDGEBIC.