How Does the User Expiration Date Field Work?

You can control how long a User has access to the portal by setting an expiration date using the User Expiration field in their profile.

Why Set an Expiration Date on a User's Access?

Expiration dates are useful if you want to:

• Give temporary access to contractors, interns, or trial Partners.

• Control when access should automatically end without having to disable accounts manually.

How to Set or Update a User's Expiration Date

• When creating a new User or approving a User Request, enter a date in the Expiration Date field.
  
  

• For existing Users:

  1. Go to Admin > Users.

  2. Click on the User’s name to open their profile.

  3. Click Edit.

  4. Scroll down to the bottom of the page to update the Expiration Date field. Removing the expiration date value will grant the User unlimited access with no end date, while extending it will continue their access until the specified date. 

FAQs:

Are Users notified when their access expires? 

Users are not notified when their access expires. 

How can Admins track User expiration dates? 

System Admins can track User expiration dates by going to Admin > Users and setting the Expiration Date filter to "Expired." They can also add the Expiration Date column to their view if it isn't already included by clicking the ellipsis icon (three dots) in the top right > Manage Columns. 

Can User expiration dates be updated in bulk?

Admins can update User expiration dates in bulk by going to Admin > Users and selecting the checkboxes next to the names of the Users for whom you wish to update expiration dates > Actions > Set Expiration Date.