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.

Please note that the ability to deactivate users is restricted to only those seats that have permission to manage users. Any deactivated users will be removed from your next billing cycle.

Inactivating a User

• 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 the name
• Change the toggle to Inactive and click the Save button in the bottom left corner of the page when complete