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.
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 user means 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?
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).
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.
Click the 3 dots on the far right of that persons row, and select 'Deactivate user'.
You will be prompted to confirm that you want to deactivate this user, assuming this is correct, click 'yes'.
Filter by 'Deactivated' to see that the user you deactivated has now had their status changed.
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.
