Blocking a user prohibits that user from submitting requests. In the Aeon Desktop Client, uncleared users can be blocked in the Users Waiting to be Cleared form and both cleared and uncleared users can be blocked from within the User Information form. In the Aeon Web Client, both cleared and uncleared users can be blocked from the User Information page. When a blocked user attempts to submit a request, a message appears notifying the user they have been blocked.
Blocking a User | Unblocking a User
Blocking a User
Use the tabs below to learn how to block a user in the Aeon Desktop Client and Aeon Web Client.
In the Aeon Desktop Client, uncleared users can be blocked from either the Users Waiting to be Cleared form or the User Information form. Cleared users can be blocked from User Information form.
Blocking on the Users Waiting to be Cleared Form | Blocking on the User Information Form
Blocking on the Users Waiting to be Cleared Form
You can block uncleared individual users quickly on the Users Waiting to be Cleared form. This includes new user accounts and users whose status has been manually changed to Uncleared. To block an uncleared user from this form:
- Double-click the Waiting to be Cleared header in the Users Waiting to be Cleared group to access the Users Waiting to be Cleared form.
- Click the user that you wish to block in the Users To Be Cleared grid.
- Click the Block User button in the Clearing Options group of the Process ribbon.
- The user is blocked and removed from the grid.
When working with users on the Users Waiting to be Cleared form, you must select and modify each user individually. You cannot select multiple users in the grid.
Blocking a User on the User Information Form
In the Aeon Desktop Client, you can also block cleared and uncleared users from within the User Information form:
- If the user has a new account or has been manually modified to an uncleared status, double-click the user you want to block in the Users Waiting to be Cleared group to access the User Information form.
- If the user is currently cleared, perform a user search to open the User Information form.
- Click the Home tab to view the Access group housing the clearance icons.
- Click the Block User button.
- The Clearance Status changes to Blocked.
In the Aeon Web Client, both cleared and uncleared users can be blocked from the User Information page.
Blocking a User on the User Information Page
To block a user from the user's record on the User Information page:
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Navigate to the User Information page for the user you want to block.
You can easily navigate to this page by performing a search for the user and double-clicking on the user's record in the User Search Results grid. -
Click the Action menu icon () in the toolbar at the top of the screen to expand the menu:
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Click Block User from the Action menu:
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The User Blocked notification appears and the user's Cleared status changes to Blocked:
Unblocking a User
Once a user has been blocked, you can unblock them which allows the user to submit requests once again. Use the tabs below to learn how to unblock a user in the Aeon Desktop Client and Aeon Web Client.
In the Aeon Desktop Client, blocked users can only be unblocked from the User Information form.
Unblocking a User on the User Information Form
To unblock a user from the User Information form:
- To unblock a blocked user, simply click the Clear User or Unclear User icon in the Home ribbon of the User Information form.
- Unblocked, uncleared users can now be cleared in either the Users Waiting to be Cleared form or the User Information form.
Remember that you can also clear a user by right-clicking on a User in the Users Waiting to be Cleared group and selecting Clear User.
In the Aeon Web Client, you can unblock a user from the User Information page.
Unblocking a User on the User Information Page
To unblock a user from the user's record on the User Information page:
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Navigate to the User Information page for the user you want to unblock.
You can easily navigate to this page by performing a search for the user and double-clicking on the user's record in the User Search Results grid. -
Click the Action menu icon () in the toolbar at the top of the screen to expand the menu:
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Click the Clear User, Clear User with Email, or Unclear User option from the Action menu:
For more information on user clearance, see Clearing Users. -
The user is unblocked and the user's Cleared status updates with Cleared or Not Cleared based on the option selection in step 3: