# Archive Users

## Archive a User

If a user is no longer needed, or requests to remove their personal information, you are able to archive the user from the system.

If you’d prefer to keep the user records, just change the **First name**, **Last Name** and **Email/Login Name** to something generic like: **First Name**: Removed **Last Name**: User **Email/Login Name**: <removed03112022@email.com>

1. On the **Person** tab: disable their email addresses and remove any personal information they may have added, including home addresses and uploaded documents. Optional: Add a comment to their record indicating at whose direction they are being archived. Click **Save**.
2. On the **Memberships** tab, remove them from all group memberships they have. Click **Save**.
3. On the **System Access** tab, **Sign In** sub-tab, uncheck the **System Access** box, any Roles they are still in, and their acceptance of the **Terms and Conditions**. Set their **Archive Status** to Archived. Click **Save**.

You are also able to delete contact records, but this is only recommended for test users that are no longer needed. Prior to deleting these users, we recommend deleting any of the user's records such as Survey responses, Assessment attempts, Invoices, Registrations, Gradebooks, Achievements, etc.; any test data that is also no longer needed. If the contact is deleted without do this, some records will remain but will appear as having been completed by an unknown user.<br>

## Archive Multiple Contacts

**NOTE:** Only admins with access to bulk update contacts can do this. Contact <support@shiftiq.com> to get access or provide Support with the list to update for you.

Create a **CSV UTF-8 (comma delimited) (\*.csv)** file containing all the contacts you want to archive. The file should contain the following columns:

* **First Name**
* **Last Name**
* **Email**
* **Archive Status** (For each row, indicate the contact is **Archived**)

![archived-user-bulk.png](https://e02.insite.com/files/sites/global/archive-users/archived-user-bulk.png)

Go into **Contacts** toolkit and under the **Contact People** heading, select **Upload Contact People**

Select the **CSV UTF-8 (comma delimited) (\*.csv)** file with the contact details of the users you would like to archive. Your upload file must be a spreadsheet saved as a **CSV UTF-8 (comma delimited) (\*.csv)**

Click **Next**

Choose the fields into which you want to upload your contact data. There are **required fields** that need to be completed for the update to be successful:

* Unique Identifier Type (Usually Email)
* Unique Identifier (Usually Email)
* Email
* First Name
* LastName
* Archived Status

Select **Upload and Save Changes**<br>