Deactivating a user differs from deleting a user. When a user is deactivated their records remain visible within your organisation's account and this can still be reported on. Deleting a user will remove the user and their records.
To deactivate a user:
- Click on 'Admin'.
- Click into 'Manage Users', found under the Manage Users heading within the left hand navigation.
- Find the user within your user list. You can use the search bar to help you.
- Click on the 3 dots at the end of the row. (If you can't see the three dots, scroll down to the bottom of the user list and use the horizontal scroll bar, or reduce the page zoom)
- Select 'Deactivate' and confirm your selection.
- The user will be deactivated, shown by their details within the user list becoming greyed out and this icon displaying in the users row
Once deactivated the user no longer counts towards your membership allocation but all their records are retained and reportable.
If your organisation has multiple memberships, deactivating a user in one will deactivate the user across all memberships.
It is possible to reinstate a deactivated user across all memberships so their data will not be lost.