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How do I Re-activate an Inactive user?

When an inactive user needs access to the site again, reactivating their account and adding them back to projects requires a few additional steps. We've outlined them below.

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

 

To Re-activate 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 Manage Users.
  3. Click Filter in the top-right corner.
  4. Select Inactive Users. 
  5. Search and find the user in question.
  6. Click Make Active on the far right-hand side
  7. Click Filter in the top-right corner.
  8. Select Active Users.
  9. Search and find the user in question.
  10. Click their name to open their profile.
  11. Click the Access Rights tab.
  12. Select the My Projects checkbox.
  13. Assign the user's Default Role.
  14. Click Save.


To add the User back to projects:

  1. Follow instructions outlined in the How do I add a new user into multiple existing projects? article, adding the user to one project and using the Copy process to add them into multiple additional projects.



Important Note: Ensuring that you have open user licenses to allocate to the user is important. Keeping track of user accounts and regularly reconciling which user(s) need to be made inactive if no longer working on active projects will ensure that space is allotted when creating a new user, or re-activating an inactive user, account. 

 

To make a user account inactive, follow the steps provided in the Deactivate a User article.




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