Delete or Deactivate a User
Learn how to securely delete or deactivate a user account.
Table of Contents
This article helps you understand two things,
- Deactivating a User: Removing someone as a user (taking away their login) but keeping them on the Directory so they can still be seen on The Accountability Chart™.
- Deleting a User: Completely removing someone from your account so they no longer have a login and are not seen on the Directory.
Both options ensure a person can no longer log into the specific company you are removing them from.
What Happens to the Deleted/Deactivated User's Content?
All CURRENT/OPEN content remains on the team it's assigned to and assigned to the deleted/deactivated user. This is so you can assign it to another team member.
Note: Rocks specifically move to the bottom of the list in the "Users no longer on team" section.
All archived content will stay in the archive, still owned by the deleted/deactivated user.
Deactivate a User
- Click Directory from the left navigation.
- Click their name.
- Click Deactivate User.
Result: Their name is still on the Directory and visible as an option on The Accountability Chart®.
Delete a User
- Click Directory from the left navigation.
- Click their name.
- Click Delete User.
Result: Their name is removed from the Directory completely.