Deactivating a User

Deactivating a user will prevent the user from accessing the system.  But, the users documents and templates will remain in the system and can be access by an administrator.  For many companies, this is beneficial to make sure they don't lose any sensitive agreements or widely used templates when an employee has been terminated.

Is deactivating the user the same as deleting a user?

No, there is a distinct difference between deactivating a user and deleting a user. The distinction is in what happens to the users documents and templates. One other distinction is that a deactivated user can be reactivated. A deleted user cannot. See reactivating a user to learn more.

 

Note: Either Deactivating or Deleting a user will remove access for the user and free up one of your seats for another user. However, neither will change your billing. In order to modify the number of seats for billing purposes, see Add/Subtract Seats.

Deactivate a user

  1. Navigate to the Account Settings area
  2. Select the Users tab from the left navigation
  3. Locate the user you'd like to delete and click More Actions
  4. Choose Deactivate