When someone leaves your business or is no longer a member of your community (or any other reason) you may want to deactivate them. Follow these steps.
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What does deactivating a user do?
When you deactivate a user you prevent them from logging in and accessing their account. You can still see their activity etc. If you wish to permanently remove a user, then follow the steps to delete them here
How can I use deactivation?
You can use deactivation as a way to manage staff on long term sick leave or parental leave (and then reactivate them again later).
Please note that deactivating a that deactivating a user means that all that all of their data is saved and will be accessible again once they are reactivated.
What's the difference between deactivating a user and deleting a user?
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Deactivating a user: All of the user's data will be saved and they can be reactivated (at which point the data will be accessible again).
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Deleting a user: All of the user's data will be deleted completely, and you won't be able to reactivate them or access their data again.
How do I deactivate a user?
Click 'People' > 'Individuals'.
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To find the person that you want to deactivate: Click Filter by > Name > Type the name you're searching for and the names below should filter dynamically.
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Click the 3 dots on the far right of that persons row, and select 'Deactivate user'.
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You will be prompted to confirm that you want to deactivate this user, assuming this is correct, click 'yes'.
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Filter by 'Deactivated' to see that the user you deactivated has now had their status changed.
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If at any point you want to 'Re-activate' the user, you can do so. Please double check their teams etc. to make sure they are set up as you wish.
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