When someone leaves your organization or changes roles, you can easily deactivate their account and reassign their data, all while keeping your billing in check. No need to delete and lose historical info!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 whenever you need.
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.
Tip: Making a user inactive does not automatically stop billing for their license. Make sure to follow the prompts to remove the license!
Key Takeaways
- Inactive users cannot log in, but their data stays safe.
- Removing a license is necessary to stop future billing.
- You can add new users to freed-up seats without hassle.
If you have any questions or need a hand, reach out to our support team at
[email protected].
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