Deactivating a User in Acubiz

When an employee leaves or for other reasons should no longer have access to Acubiz, the user profile must be deactivated. Follow the procedure below to ensure proper deactivation and handling of associated data.

Procedure

1. Access User Administration
   Go to Administrator -> Users.
   

2. Find and Open the User
   Find the relevant employee in the list, and click on the name to open the user's profile card.
   

3. Deactivate Profile
   Click Deactivate on the profile card.

4. Confirm and Review Relationships
   A confirmation dialog will appear showing an overview of the employee’s active relationships and open items.
   

   Note: Make sure that your browser allows pop-up windows from Acubiz.

Important Regarding Open Transactions and Responsibilities

Before finalizing the deactivation, the following must be taken into account:

• Unprocessed Transactions:
  • Company-paid transactions: Unprocessed company card transactions must be transferred to and processed by another employee.
  • Privately paid transactions/expenses: These should not be transferred to other employees.
• Credit Card Matching: Existing credit card matches for the user will be automatically deleted upon deactivation.
• Approver Hierarchy: If the deactivated user acts as an approver for other employees, new approvers must be assigned on the affected employee profiles.

Complete the process by clicking Deactivate and follow up on the points above.