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Deactivate user accounts while preserving their historical data and activity.

Why Disable Instead of Delete?

Disabling a user:
  • Preserves history: All deals, activities, and records remain intact
  • Maintains reporting: Historical reports still include the user’s contributions
  • Allows reactivation: User can be re-enabled if they return
  • Protects data integrity: No orphaned records or broken references

Disabling a User

  1. Navigate to Team in the sidebar
  2. Find the user you want to disable
  3. Click to open their profile
  4. Click Disable or toggle the active status off
  5. Confirm the action

What Happens When Disabled

  • User cannot log in
  • User is removed from active user lists
  • Existing deals remain assigned to them
  • Historical activity is preserved
  • User does not count toward your seat limit

Viewing Disabled Users

  1. Go to Team
  2. Look for a filter or toggle to show disabled users
  3. Disabled users appear greyed out or marked as inactive

Re-enabling a User

  1. Find the disabled user in the Team list
  2. Open their profile
  3. Click Enable or toggle the active status on
  4. User can now log in again

When to Disable vs Delete

Tips

  • Always disable rather than delete to preserve audit trails
  • Review disabled users periodically
  • Document why users were disabled for future reference
  • Disabled users’ deals can be reassigned if needed