An employee left the company and you would like to revoke their access to the app? This article will guide you on the steps to delete or archive a user and will suggest which of the two options is optimal for you!
In this article, we will go over:
What are the Differences Between Deleting and Archiving a User?
Once a user is no longer a part of your organization, as a manager, you have two options:
Delete the user
Archive the user
While both options "kick" the user out of the platform with no option to re-enter the app, there are some major differences between the two from the Admin's perspective.
While deleting a user deletes all records and actions this user performed in the app, archiving saves these records for admins to re-enter for review at any time they wish.
Once you delete a user, there is no possibility to restore the user or their data. If you wish to add this user again, you must add him/her from scratch. On the contrary, once you archive a user, the Admin can always restore this user without the need to re-invite them to the app.
How Do I Archive or Delete a User?
To archive a user simply:
Go to the "Users" tab located on your sidebar.
Hover over to the very right of the user's name.
Press the "archive" icon.
4. Click on "Archive"
Congratulations! You just archived a user. This action allows you to revoke the user's access to the app while maintaining their data and having the ability to restore them.
To delete a user simply:
Go to the "Users" tab located on your sidebar.
Hover over to the very right of the user's name.
Press the trash can icon.
4. Click on "Delete"
You have just deleted a user. Please note that once you delete the user, their account and all their data cannot be restored.
How Do I Archive or Delete an Admin?
In order to archive or delete an Admin, you must first demote the Admin to a regular user.
Go to the "Users" tab located on your sidebar.
Once there, click on the Admin tab located at the top of the page.
3. Demote the Admin to an ordinary user using the "trash can" icon located to the right of the relevant Admin.
4. Once demoting the Admin, go to the User tab and choose to either delete or archive any user you wish, including the demoted Admin.
5. Upon hovering your mouse over any user, on the right side of the page, two icons will appear. The "Trash" icon will delete the user, while the “square” icon will archive the user.
How Do I Restore an Archived User?
1. Enter the archive tab located on the top right of your screen.
2. Once there, hover your mouse over the relevant user as a square "restore" icon will appear.
3. Press it in order to restore your user.
Please note: Archiving users is available on the Advanced plan and above!
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