When a new user is added to your site, they are active by default. Users can be deactivated as needed to prevent them from logging on. However, once a user is added to the system, the user cannot be deleted. Users can be deactivated or activated individually or in a batch.
Deactivate a User
Deactivate a user to prevent the user from logging on.
- Navigate to the Users page.
- Enter the Search Criteria of the user that will be deactivated, then click Search.
- Click the toggle to deactivate the user.
- The toggle will change color from green to gray.
- The toggle will change color from green to gray.
A deactivated user can access the system by registering for a new account. They must register a new email address because their deactivated account has their original email address. If the user registers a new account, they will not have access to their old data. Deactivating a user does not prevent the user from receiving emails from the system if they are configured to process auto emails such as follow up reminder emails or administrator form submission emails.
Activate a User
If a user has been deactivated, you can activate the user.
- Navigate to the Users page.
- Enter the Search Criteria of the user that will be activated, then click Search.
- Check the Inactive box to search from a list.
- Check the Inactive box to search from a list.
- Click the toggle to activate the user.
- The toggle will change color from gray to green.
- The toggle will change color from gray to green.
Batch Deactivate or Activate Users
If you need to deactivate or activate multiple users at one time, batch deactivate or activate users.
- Navigate to the Users page.
- Check the box for Active or Inactive, then click Search.
- Check the boxes next to the users you would like to batch activate or deactivate.
- Click Batch Actions at the bottom of the page.
- Click Activate Users or Deactivate Users.
