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.

Deactivated users will be removed from your next billing cycle.

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

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

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