Unassigning Users from Archive Plans

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Applicable to Administrators

As an admin, you can unassign users from your designated archive plans either individually or by using a file. To unassign users:

  1. Log in to the admin portal as an administrator.

  2. Click Archive Management.

  3. In the Actions column of the archive plan from which you want to unassign users, click Unassign.

  4. Unassign users from a file or individually.

Unassign Users From a File

If you are unassigning users for the first time, in the Unassign users from file section:

  1. Click Download sample file.
    A sample Excel file is generated with the Username column.

  2. Enter the username of the users you want to unassign from the archive plan in the Excel file.

  3. Save the file.

  4. Click Browse, select the saved Excel file, and click Open.

    Important

    • In the Excel file, you can only add usernames of those users who are present in the system and assigned to you.

    • You can also use a CSV file to unassign users.

  5. Click Unassign users.

To unassign users from a file consecutively, you can update the existing file and then attach it.

Unassign Users Individually

The Unassign users section displays all users that are currently assigned to the archive plan.

To unassign user(s) individually, select the checkbox against the user(s) and click Unassign user. The selected user(s) is unassigned from the archive plan.

To unassign all listed users, select the checkbox in the header column and click Unassign user.

Video

Watch the video on unassigning users here.