How do I Deactivate a User?

When internal team members leave the company, or external partner accounts are no longer relevant for use on the platform, the best practice is to deactivate the user account. This helps maintain the accuracy and security of the system by ensuring inactive accounts are properly managed. 

Helpful Hint: Only Site Admin users have access to manage user accounts.

To Deactivate a User account:

1. Click the red slider icon on the right-hand side of the page to open Site Admin Settings. 

   Helpful Hint: If you don't see the red slider icon, then you do not have access to make this change. Please check with your Site Admin to get the changes made that you need.

2. Under "Users / Contacts / Companies," click Manager Users.
3. Search for the user in the search bar.
4. Once you have located the user, click Make Inactive on the left-hand side.
   

   Helpful Hint: If the user is still a Project Admin in any of their projects, they will need to be replaced with another Project Admin prior to making their account inactive. Steps to make that changed are provided in the section below.

Important Note: If the deactivated user is being "replaced" with someone new, the best practice is to set up the new person with their own account by creating a new user in the system. This maintains accurate activity data with the user name & date/time stamps across the system, and also keeps security measure in place regarding user account access.

Helpful Hint: This will not count against your user license allotment if it is just a one-to-one user deactivate + new user create "swap".

To set up a new user, follow the steps provided in the Create a New User article.

To Replace a User with Another Project Admin:

1. Click the red slider icon on the right-hand side of the page to open Site Admin Settings. 

   Helpful Hint: If you don't see the red slider icon, then you do not have access to make this change. Please check with your Site Admin to get the changes made that you need.

2. Under "Users / Contacts / Companies," click Manage Users.
3. Search for the user in the search bar.
4. Click the blue link for the number of projects they are in.
   
5. Click the 'Is Project Admin' tab to sort the projects, displaying those where the user is a Project Admin at the top.
6. Select the projects where the user is the Project Admin.
7. At the top bar, you'll see an option to select a New Project Admin.

   Helpful Hint: It is a recommend that the new Project Admin is somebody that is familar with being an admin. Often times, this can be temporarily replaced for a Site Admin.

8. Select the New Project Admin.
9. Hit "Remove From Projects."