Managing / Deleting Staff

This article provides step-by-step instructions on managing staff user accounts in UC OATS. You'll learn how to update staff members' names, email addresses, UIDs, and roles. Additionally, you'll find guidance on removing staff members from a specific department or unit. Removing a staff member from one unit will not affect their assignments in other units.

To manage staff's information:

1. Select the App Admin tab.
2. Ensure you are in the correct fiscal year. You can move forward and back through fiscal years by clicking the arrows.
3. Select the Departments button and locate the department/unit where that staff member should reside. You can use the (a) "Department Hierarchy Tree Structure" button or (b) you can click on the department/unit title links until you get to the appropriate location. 
4. Once you are in the appropriate department, select the Staff button. Locate the staff member's account. 
5. There are three options available: Edit Name, Edit Roles, Delete.
   Edit Name - This allows you to update staff user information, including their name, email address, and UCPath ID. Edit Roles: This allows you to change the staff member's system role(s). To learn more about staff roles visit the Roles Overview.
   Delete: This feature allows you to remove a staff member from a specific unit. You can re-add them at any time if needed. Please note that removing a staff member from one unit will not impact their assignments in other units.
6. Click the Submit to complete the changes.