User inactivation can be performed in two ways through the platform: 1)Through the bulk import of employees via the Import Spreadsheet; or 2) Manually through the list of registered users on the platform. Additionally, at the end of this article, we will show you how to reactivate an inactive user. See below what you will find here:
| ATTENTION: It is NOT possible to delete a user from the platform! |
Inactivation via Bulk Import
This option is ideal if you wish to inactivate a large number of users, as it is a bit more labor-intensive since you will need to fill out a standard spreadsheet template with the users' data. But don’t worry! We have an article dedicated to explaining this entire process in detail 🤩 Access: How to perform bulk registration and update of employees?
| TIP: The key point here is to enter the number 0 (zero) in the "Active" column so that the user will be inactivated. |
Manual Inactivation
If you need to inactivate only one or a few users, this is the recommended option! To inactivate, simply click on the Gear Menu 👉 Users. Here you will have access to the list of all employees registered on the platform. To inactivate a user, just click on the ❌:
When performing this action, if the user in question has any pendency on the platform, the system will require you to indicate another active user to take over the pendencies:
After this definition, the user will be inactivated and will become part of the list of inactive users on the platform.
To identify inactive employees, on the user editing page, click on the Magnifying Glass and select the "Inactive" option:
Manual Activation
If you wish to reactivate a user who was inactivated, simply filter the list of inactive users, identify the user you want to activate again, and click on the "Pencil" icon in the Actions column. After that, you will be redirected to the user’s page and, to complete the action, you must check the "Activate user?" flag. Once done, click the "Save" button at the bottom of the page, in the lower right corner.
Instantly, the user will appear in the list of active users. 😉