Setting Deleted Record Management Permissions

When a Person, Company, or Job record is deleted within TE Recruit, they are initially transferred to the Deleted Records section before a permanent delete occurs. The deleted record will remain in this state for 30 days. If you wish to restore a deleted record (and have the proper permissions), you can do so at any point within that time frame. After 30 days, however, a permanent delete of the record will automatically occur.

By default, all new users have access to manage (restore) deleted records.

Note: the ability to set permissions for the management of deleted records is restricted to only those users that have permission to manage users

To allow or restrict a user from managing deleted records:

  • Expand the Sidebar in the top right corner of the software and click on the Settings icon 
  • Click to expand the My Agency section and then select Manage Users

  • All users on the account will populate on the Manage Users page
  • Click on the edit icon to the right of the person you wish to set deleted record management permissions for

  • Under the user’s Permissions on the right side of the User Profile, click to expand the Agency section
  • To the right of Manage Deleted Items, set the appropriate permission
    • My = this user can only manage (restore) deleted records when they are listed as the Record Owner
    • All = this user can manage (restore) all deleted records, regardless of Record Owner
    • None = this user cannot manage (restore) deleted records
  • Make sure to click the Save button at the bottom once your changes have been made

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