Senpiper
  • Introduction to Senpiper One Resource
  • Getting started
    • Overview
    • Log in to the platform
    • Web workspace
    • Mobile Applications
    • White-labeled Apps and custom domains
  • Groups/Applications
    • Groups Overview
    • How to create groups?
    • Open vs Closed groups
    • Managing group members
      • Types of group members
      • Manual Group member management
        • Adding users individually
        • Adding users in bulk
        • Removing users
      • Automated user management
        • How to define criteria for adding users?
        • How to auto-remove users?
        • User Removal Alerts and Task Delegation
    • Group Details on web
      • Form Table View
      • Kanban View
      • Group chats
      • Pending task (assigned to you)
        • How to access the tasks assigned to you?
        • How to take actions on the tasks assigned to you?
        • How to toggle between different views?
    • Group Details on Mobile Apps
      • Managing Group Views
      • Group Chat Features
      • Form Submissions
        • Form card settings
      • Media Directory
        • How to create Media folder ?
        • How to upload media ?
        • How to delete Media ?
      • Pending Tasks
      • Group Settings
  • Media folders
    • Overview
    • How to access the Media Folders?
    • How to create media folders?
    • How to upload media files in folders?
    • How to delete media folders and files?
  • Scheduler
    • Overview
  • HOW TO CREATE APPLICATIONS
    • Overview
    • Tools to create an application
  • USER MANAGEMENT
    • Introduction
    • Managing users
      • User lists
        • How to create user lists?
        • How to create users?
        • How to add custom user list parameters?
      • How to add users to a user list?
        • Adding multiple users to a user list
      • More actions
        • Viewing users
        • Searching users
        • Downloading user lists
        • Delegating tasks
        • Viewing the change log of a user profile
        • Editing users
        • Deleting users
        • Blocking users
        • Unblocking users
        • Unlocking user
        • Granting permissions to users
    • Managing custom roles
      • Creating roles
      • Assigning custom roles to users
      • Removing custom roles from users
      • Granting permissions to roles
    • Roles and Users for the Reimbursement Use Case
  • FORM BUILDER
    • Introduction
    • How to create forms?
      • Basic details
      • Adding fields and saving a form
        • Types of fields
        • Default field settings
        • Individual field settings
        • Creating master records
        • Language settings for fields
      • Additional form settings
        • Conditions
          • Manage field settings
          • Copy field values
          • Conditional values of fields
            • Master Mapping
          • Validate field values
          • Calculate field values
          • Validate location
          • Face Matching
          • Append values to a field
        • Submit button settings
        • Configure pre loader
        • Configure post loader
        • Set form card layout
        • Set form table properties
    • Advanced concepts
      • Parent-child form settings
      • Using report data in forms
    • Editing forms
    • Deleting forms
    • More form options
  • WORKFLOW BUILDER
    • Introduction
      • Overview
      • Navigating workflow builder
      • How to add a new workflow?
      • How to view draft workflows?
    • Defining workflows
      • Define conditions for a workflow step
      • Define Workflow Actions
        • Configuring communication settings
        • Configuring a conditional assignee
        • Selecting an assignment strategy
      • Define workflow Step
        • Updating the status for a step of the workflow
        • Configuring button settings for a step of the workflow
          • Basic details
          • Form edit settings
          • Assignment settings
          • Comment log settings
          • Auto trigger settings
          • Time settings
      • Ending workflow
    • Editing workflows
    • Deleting workflows
    • Designing the reimbursement workflow (Path 1)
    • Designing the reimbursement workflow (Path 2)
  • ALARM BUILDER
    • Introduction
    • Alerts for form submission
      • Add New Alarm
        • Configuring the basic details
        • Defining the communication type
          • Send an Email
          • Send an SMS
          • Send an App Notification
        • Setting up the schedule for alerts
      • Viewing alarm event details
      • Editing an existing alarm
      • Deleting an existing alarm
    • Alarms for Custom Data Exports
      • Add a new alarm
        • Configuring Basic Details
        • Configure Content
        • Define Schedule
      • View Alarm event details
      • Clone a Alarm
  • General System Settings
    • Introduction
    • Authentication settings
      • Login option Preferences
      • Password settings
      • Custom URLs
    • Organization Branding
    • Custom Settings
    • Enable Sign-Up
      • Build a Sign-up form
      • Settings for Sign-up form
      • Customize Sign-up form
  • DIGITIZE A SAMPLE PROCESS
    • Overview of the process
    • Step 1: Register a company
    • Step 2: Create a group/Application
    • Step 3 : Design forms
    • Step 3: Create Process flow
    • Step 4 : Set up the communication
    • Testing the platform
  • Process migration
    • Introduction
  • Different types
  • Steps for migrating any process
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  1. Groups/Applications
  2. Managing group members
  3. Manual Group member management

Removing users

PreviousAdding users in bulkNextAutomated user management

Last updated 2 years ago

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To remove a user from a group,

1. From the menu bar, in the Groups dropdown list, select the name of the group from which you want to remove a user. The group details are displayed.

2. To remove a user from the group, on the top right of the screen, click . The Settings screen is displayed.

4. From the list of options, click Remove <<name of the user>>. The Remove user from the group window is displayed.

If no task is currently pending for the user, you will not be asked to delegate the user's tasks to another user. The user will be deleted from the Member List of the group.

5. Under the Delegate task to dropdown list, select the user to whom you want to delegate John Smith's tasks to and click Confirm Changes.

The user is removed from the group successfully and and their tasks are delegated to the selected user.

3. From the Member List, against the name of the user to be deleted, click .

Navigate to group
Group Settings
Remove Group Member