NOTE: The instructions in this article can only be carried out by your organisation's System Administrator.
Once all of the above steps have been completed, the user will no longer have access to the Mercury system.
Step A – Deactivate the user and remove security roles
1. In Mercury, navigate to Advanced Settings in the top right:
2. Select Security > Users
3. Select the name of the user. This opens a side panel with user details. Select Manage roles.
4. Untick any roles no longer required, then click Save.
5. Back on the Users page (with no users selected from the list) click Manage users in Dynamics 365 from the top navigation ribbon bar.
6. Select the blue check-box of the user, then select Disable.
Step B – Remove the user’s access to the environment
Go to Office 365 Admin Center > https://admin.microsoft.com/
Select Users > Active Users:
Select the user’s name and to open up a side-panel window of the user's information: remove their Groups, Licences and Apps:
1. Remove the security group by clicking on Manage groups then select the box next to the security group (this can be found on Power Platform) and any other groups which need to be removed - then click Remove:
2. Under Licences and apps and untick PowerApps per app baseline access or Power Apps Premium (businesses will have one or the other) and any other licences, then click Save changes: