How to Edit, Deactivate or Delete a User, Contact or Company (Desktop)
Permission Requirements: Users need the “Contacts” permission to view the Users tab in Settings, where users can be deactivated or deleted. Users with the “Contacts Details” permission can view the details of a user and make edits.
NOTE: These actions can only be done in Tenna on a desktop, not in the Tenna App.
Edit a User, Contact or Company
- 1
- Click "Settings" on the top right of the screen.
- 2
- Click on the "Users" tab.
- 3
- Select "User," "Contact," or "Company" on the top right.
- 4
- Click on the eye icon next to the user you wish to edit.
This will pull up the user details page for that user.
- 5
- Click "Edit User"/"Edit Contact"/"Edit Company" on the top left side of the screen.
- 6
- Make necessary edits.
- 7
- Scroll down to click "Update User"/"Update Contact"/"Update Company" on the bottom right of the screen.
Deactivate/Delete a User, Contact or Company
If a user is deleted, the user no longer exists in Tenna. If a user is deactivated, the user can no longer log in to Tenna, but there is still a record of their activity in Tenna.
- 1
- Click "Settings" on the top right of the screen.
- 2
- Click on the "Users" tab.
- 3
- Select "User," "Contact," or "Company" on the top right.
- 4
- Select the checkbox next to the users you wish to deactivate/delete.
- 5
- Click "Deactivate" or "Delete" on the top left.
