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.
- Click Search on the upper navigation bar, and then click Users.
- Enter the Search Criteria of the user that will be deactivated, and then click Search.
- Click the toggle to deactivate the user.
- Click OK.
- 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, the user can be activated.
- Click Search on the upper navigation bar, and then click Users.
- Enter the Search Criteria of the user that will be activated, and 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 multiple users need to be deactivated or activated at one time, batch deactivate or activate users.
- Click Search on the upper navigation bar, and then click Users.
- Check the box for Active or Inactive, and then click Search.
- Check the boxes next to the users to be activated or deactivated.
- Click Batch Actions, and then click Activate Users or Deactivate Users.