Making a User Inactive

New users can be activated or deactivated on your account at any time. When a user is deactivated from your account, they will no longer have access to log in. However, their historical data and activities will remain in your database.

Note: the ability to deactivate users is restricted to only those seats that have permission to manage users.

Deactivated users will be removed from your next billing cycle.

To make a user inactive:

• 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 left side of the Manage Users page
• Click on the edit iconto the right of the person you wish to deactivate

• Locate the status toggle at the top of the User Profile, to the right of their name
• Change the toggle to Inactive and click the Save button at the bottom of the page when complete