How to Deactivate Users

When to Deactivate Users

Deactivate accounts when:

• Employees leave the organization
• Contractors complete assignments
• Temporary access expires
• Accounts become inactive

Step-by-Step Guide: How to Deactivate Users

Step 1 — Open User Management
Navigate to:

Setup → Manage User

Step 2 — Locate the User
Use search or filters.

Step 3 — Open the Actions Menu
Click the Actions dropdown beside the user.

Step 4 — Select “Deactivate”
Click to proceed

Step 5 — Confirm the Action
The account becomes inactive immediately.

What Happens After Deactivation?

The user:

• Cannot log in
• Cannot access tasks
• Cannot submit reports
• Remains visible in historical records and audit trails

Best Practices

✅ Deactivate unused accounts immediately
✅ Conduct periodic inactive user reviews
✅ Maintain historical records for audit purposes