User deletion

Removing a company-specific main or basic user
Removing a own office-level main user
Actions in Purchase Invoices
Actions in Sales Invoices
Actions in Archive
Actions in Heeros Accounting
Actions in eSalary

Removing a main or basic user

Removing the access rights of a company-specific main or basic user or deleting the entire user account requires actions in different applications before the rights or user can be removed in Heeros Menu User Management.

Check the required actions in all programs before removing the user in Menu User Management.

Removing a own office -level main user

When removing a own office-level main user, the following must be considered:

• At least one user with own office-level main user rights must remain in the Menu after the removal. If there is no such user, one must be added before the departing user is removed.
• If a personal office-level main user has been a user in any of the companies in the Menu's Purchase Invoices, consider the above Purchase Invoices removal instructions.
• If the user's name appears with ".../CompanyOy" in Menu User Management, take the necessary preparatory actions for removal in Purchase Invoices and request the user's removal in writing from Heeros application support.
• If the removal gives an error regarding the Notes ID, request the user's removal in writing from Heeros application support.

Actions in Purchase Invoices

Before removing the user in Menu User Management, the following must be checked:

• Check if the user has purchase or travel invoices being processed in the Purchase Invoices approval process.
  • Transfer the invoices to another processor
• Check if the user has their own travel invoices in circulation, unpaid, not transferred to payroll, or not archived.
  • Process the invoices to completion before removing the user
  • If access to the programs needs to be blocked immediately, change the user's password in Menu User Management and assign them the lowest possible user rights for Purchase Invoices.
• Once the invoices being processed have been transferred to the next processor and their travel invoices have been processed to completion:
  • Remove the user from all stages of the approval process
  • Remove the user from the Purchase Invoices personnel register
  • Remove the user from Menu User Management

Actions in Sales Invoices

Removing the user does not require actions in Sales Invoices. You can remove the user in Menu User Management.

Actions in Archive

• If the person has received email notifications about new or changed documents, their email address must be removed from the sub/main division notification fields
• The person's name will no longer appear in the sub-division editing/viewing rights list after saving the main division following the person's removal (Menu)

Actions in Heeros Accounting

• If the person is listed in the accounting contact information (Settings - General - Contacts), their contact information can be removed from there.

Actions in eSalary

eSalary user deletions are maintained by Heeros. Please contact Heeros support when you need to completely remove the user.