You can deactivate a user to remove their access to the system without permanently deleting their account. Deactivated users can be reactivated at any time.
How to Deactivate a User
Step 1: Navigate to Accounts
From the Activity Dashboard, open the menu in the upper right-hand corner.
Select Accounts.
Click View.
Step 2: Deactivate the User
Locate the user you want to deactivate.
Click Deactivate in the lower right-hand corner.
Confirm the prompt.
Once deactivated:
The user is removed from the active user list
The user no longer has access to the platform
How to Reactivate a User
Step 1: View Inactive Users
Navigate to Accounts.
Select the Inactive filter.
Step 2: Reactivate the User
Find the user in the inactive list.
Click Reactivate.
Once reactivated:
The user returns to the active user list
Access to the platform is restored
Best Practices
Use deactivation for employees who are no longer active on the account
Need Help?
If you have questions:
Contact your Customer Success Manager
Use the in-app chat support
Managing user access helps keep your account secure and up to date.