Delete or Deactivate a User

Learn how to securely delete or deactivate a user account.

Written by Amanda Barfield

Updated at August 2nd, 2024

This article helps you understand two things,

  1. 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™.
  2. 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. Neither option changes your license quantity.

Owners and Admins can change the number of licenses on they account by following these steps:

  1. Click your name from the bottom of the left navigation.
  2. Click Billing from the popup.
  3. Click Manage licenses.
  4. Adjust the quantity.
  5. Click Next.
  6. Click Confirm.
     

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

  1. Click Directory from the left navigation.
  2. Click their name.
  3. Click Deactivate User.

Result: Their name is still on the Directory and visible as an option on The Accountability Chart®.

 

Delete a User

  1. Click Directory from the left navigation.
  2. Click their name.
  3. Click Delete User.
     

Result: Their name is removed from the Directory completely.