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Account Admin
Getting started
How to navigate the Admin tab How to set up a new workspace How to work out why a user can’t see something
User Management
How to create a user How to assign a role to an existing user How to edit a user’s profile How to reset a user’s password How to deactivate or reactivate a user How to delete a user How to give a user access to more than one organization
Roles Management
How to create a role How to edit a role How to assign a security tag to a role How to delete a role
Group Management
How to create a group How to create a subgroup How to edit a group How to delete a group
Organization Management
How to create an organization How to configure organization filter parameters How to edit an organization How to delete an organization
Security Tags
How to create a security tag How to edit a security tag

How to deactivate or reactivate a user

Block someone’s access without deleting their record. Deactivating is reversible and preserves everything about the user. It’s the right choice for departures, leave, and anything you might need to undo.

Before you begin

You need the Account Admin role and the user’s identifier or email address.

A user record is either Active or Inactive. Active is the default: they can sign in and hold their assigned roles. Inactive blocks sign-in and the attempt returns an error while the record, its roles, its organizations, and its group memberships all stay exactly as they were.

Deactivate rather than delete unless you’re certain. Deactivating is a switch you can flip back. Deleting is permanent and takes the record with it. Anything that might be temporary like someone on leave, a contractor between engagements, a departure that hasn’t been finalised, an account that looks compromised should be deactivated. Deleting can wait until you’re sure it’s right, and it usually can wait indefinitely.

Steps

Step 1. Open User Management

From the main navigation, click Admin, then open the User Management tab.

Step 2. Find the user

Search by user identifier or email address.

Step 3. Toggle the status

Switch the user’s status control from Active to Inactive. Reactivating is the same control in the other direction.

Result

An Inactive user can’t sign in. Their record stays in User Management with all its roles, organizations, and group memberships intact, and flipping the toggle back restores access immediately with no reconfiguration.

Content they own stays where it is. Reports, pipelines, and rules created by the user remain in the workspace and keep running while the account is inactive.

Common issues

  1. They can still sign in after deactivation. They may already have an active session. Confirm the status saved, then have them sign out.
  2. I reactivated them and their access is different. Something changed while they were inactive: a role edited, a group membership removed. Check their current roles against what they had.
  3. Their scheduled Report stopped arriving. Possibly related if they own the schedule.