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When offboarding Catalyst, it is best practice to review your agency's user list and review user privileges and delete/inactivate former staff in your Catalyst account.
When you want to setup/add/edit/delete user privileges/accounts in Catalyst you must be a Catalyst Administrator.
Access to most Catalyst System Modules can be set to: "Can View, Can Edit, Can Delete, Author" existing records. The areas of Catalyst where an Agency Administrator has control on user access are:
- Activity Log
- Referrals
- Programs
- Activities
Note
- Administrators cannot give access to Catalyst reports. Catalyst report access can only be set up by Catalyst Offboarding Service Desk Team. This can be requested in the central ticket.
- If a person with a Catalyst account (user or administrator) leaves your agency, or for some reason no longer requires an account, please inactivate the account.
When an account is deleted for a user who is referenced somewhere else in Catalyst (e.g. the worker list), his/her user account is inactivated. For users who are not referenced in the system, the user account is deleted from the database. Usernames will no longer appear in selection lists, and login information will no longer provide access to Catalyst. Both deleted and inactivated users' information will still appear in relevant reports.
Important links:
