How to Manage Tenant and User Records in Genea
Managing tenant and user records in Genea is essential for maintaining data accuracy and ensuring system integrity. This guide provides an overview of the processes for updating tenant information and deactivating user accounts.
Overview of Tenant and User Management
Genea allows administrators to manage tenant and user records efficiently. While tenant records require administrative intervention to ensure billing and historical data accuracy, user accounts can be managed directly within the application.
Steps for Updating Tenant Information
If you need to delete or update tenant records, follow these steps:
Contact the Genea admin team to request tenant removals or updates.
Provide the necessary details about the tenant changes to ensure accurate updates.
The Genea admin team will process the request to maintain data accuracy and prevent issues with billing or historical records.
Steps for Deactivating User Accounts
To remove a user’s access to Genea, follow these steps:
Open the user’s profile in the Genea application.
Locate the "Active" option within the profile settings.
Toggle the "Active" option to "Off" to deactivate the user account.
This process ensures that the user no longer has access to the system while retaining their historical data for reference.
Best Practices for Data Accuracy
Always provide accurate and complete information when requesting tenant updates.
Regularly review user accounts to ensure only active users have access to the system.
Contact the Genea admin team for assistance with complex tenant or user management scenarios.
By following these guidelines, you can effectively manage tenant and user records in Genea while maintaining the integrity of your data.