Should I delete inactive users?
Properly managing user access is essential for maintaining security, ensuring audit compliance and preserving historical data.
When a staff member leaves, do not delete their Dentally account. Instead, set their profile to inactive. This preserves their activity history for auditing and reporting purposes, while ensuring they can no longer access the system.
First step for practitioners
If the user is a practitioner, first you must set them as an inactive practitioner. Ensure that, prior to doing this, you have moved all existing appointments for that practitioner to a different practitioner, so no appointments get lost.
Then for practitioners and admin staff
Navigate to 'Settings' > 'Users'.
Find the user and click the edit button.
Change their permission level to ‘0 – No Access’.
Ensure you save.
The user will no longer be able to log in or access Dentally data. All historical audit data for that user will be retained.
For practice owners
Practice owner accounts are protected and cannot be made inactive or removed without speaking to Dentally's support team first.
If the practice owner is leaving the business, Dentally’s finance team requires a signed request confirming the new owner - please contact Support Chat for assistance in starting this process.
Once approved, Dentally will update the account to reflect the new practice owner and deactivate the previous one.