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
- Navigate to Team in the sidebar
- Find the user you want to disable
- Click to open their profile
- Click Disable or toggle the active status off
- 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
- Go to Team
- Look for a filter or toggle to show disabled users
- Disabled users appear greyed out or marked as inactive
Re-enabling a User
- Find the disabled user in the Team list
- Open their profile
- Click Enable or toggle the active status on
- 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