Deleting a user isn’t possible —this ensures their historical data and activities remain intact for future reference.
Why Mark a User as Inactive?
- Preserves Data: Inactive users keep their historical records, so you don’t lose valuable information.
- Frees Up Licenses: Marking a user inactive makes room for a new team member—without disrupting your billing.
- Easy Reassignment: All data from inactive users can be reassigned at any time.
Step-by-Step: How to Mark a User Inactive
- Go to Settings in the lower-left corner.
- In the General tab, select Users.
- Now, click on Active Users.
- Find the user you want to deactivate, then click the three dots > Mark inactive.
- Follow the prompts to remove the license to avoid being billed for it at your next renewal.
Making a user inactive does not automatically stop billing for their license. Make sure to follow the prompts to remove the license!
