If you wish to temporarily remove a Sell user from your account, you can deactivate them. You might want to do this if someone leaves the company and you want to keep that user's emails and other information, but you don't want the person to have access to Sell.
You have the option of, at any time, reactivating the user or deleting them in the future.
You must have admin rights to deactivate or reactivate a user.
Note: You can only deactivate and reactivate users in the web browser version of Sell. It is not possible to perform these actions in the Sell mobile app.
This article covers the following topics:
Deactivating a user
Reactivating a User
Deactivating a user
If you deactivate a user, they will no longer be able to enter Sell, either on the web or using mobile apps. He remains visible as a user and continues to appear in relevant reports. However, his account's email integration is broken.
Therefore, in order to keep the email history in Sell, the user who leaves the organization must be deactivated from the Sell before his email account is deleted. This means that his email can be deleted or changed after he has been deactivated in Sell, and no changes to the embedded emails will be affected.
How to deactivate a user
Click on the Settings () icon, select Manage > Users and click on the user you want to disable.
Scroll down and click Deactivate User.
Click Deactivate a user to confirm.
The user is displayed on the Disabled tab. In this tab, you can click on the user to reactivate or delete them.
When a user is deactivated, you cannot assign data or tasks to them, but their entire activity history is retained, as well as their responsibility for opportunities, contacts, or leads. If necessary, you can reassign these responsibilities to relevant users.
After a deactivation, a user's API token is also changed and the integrations they activated in Sell are deactivated.
Deactivated users do not count towards your account's license limit. If you don't plan on adding another team member, you can adjust the number of licenses. If you need a more permanent solution, you can delete the user entirely.
Reactivating a User
How to reactivate a user
You can reactivate a user at any time, as long as licenses are available.
Click on the Settings () icon, select Manage > Users, click on the Deactivated tab and on the user you want to reactivate.
Note: if you have already reached the license limit, the Activate button will be grayed out. You will need to add another license in order to activate the user.
Click Activate User.
The user is displayed on the Active tab. The user is granted the same permissions and access they had before the deactivation.
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