Deactivating users no longer active in an account is a good way to practice effective and organized account management. Managers of all kinds, including tier managers, can deactivate users from the (parts of the) hierarchy they manage.
| Table of Contents |
|---|
...
Deactivate a User
Applies to:
Tier Managers
Account Managers
Organization Managers
Admins
Overview
Deactivating a user is a quick and easy way to keep the hierarchy organized and up-to-date when a professional is no longer associated with an account or active. When a user is deactivated from an account, their login credentials are disabled. The user’s reviews will remain on the tier and account’s page although their profile will be dissociated from the account. Any incomplete surveys for the user will be expired, and the remaining automated survey reminders will be discontinued. If any more transactions are ingested for the user after deactivating, they will go unprocessed. A deactivated user can be reactivated from the hierarchy at any time.
How-To
On the users' view of the hierarchy, locate the user that needs to be deactivated. Once located, expand the dropdown menu from the Action column and select Deactivate.
The Deactivate User menu should expand from the right side of the page and will ask you to confirm your decision to deactivate the user. Once you click the red Deactivate button, the user will be deactivated from the account.
...
Deactivate Multiple Users
Applies to:
Tier Managers
Account Managers
Organization Managers
Admins
Overview
Deactivating multiple users simultaneously is an efficient way to manage the hierarchy within an account. Managers of all types can deactivate users they manage by selecting several users and actioning them in bulk using the hierarchy functions. The steps below outline how to deactivate multiple users at once.
When users are deactivated from an account, their login credentials are disabled. The users' reviews will remain on the tier and accounts' pages although their profiles will be dissociated from the account. Any incomplete surveys for the users will be expired, and the remaining automated survey reminders will be discontinued. If any more transactions are ingested for the users after deactivating, they will go unprocessed. Deactivated users can be reactivated from the hierarchy at any time.
How-To
On the users' view of the hierarchy, locate the users that need to be deactivated. Once located, tick the checkboxes to the left of the users' names to include them in the multi-select.
Once the users needing deactivation are selected, hover over the action icon in the top right corner above the table. From the menu, select Deactivate.
Confirm the details on the next screen, which includes the users and their current tier assignments, then click the red Deactivate button.
