Deactivating an Account

Account Deactivation requires several steps before finalization to ensure safe Account closure without data loss or premature breakage in automation. To begin the deactivation process, an Account Manager, Organization Manager, or Admin must request the Account’s deactivation. Once submitted, a Super Admin may accept or reject the request. Once accepted, the Account is deactivated. If rejected, the Account will return to the Active state.

Request the Deactivation of an Account

Applies to:

• Account Managers

• Organization Managers

• CS/Onboarding Admins

• XPAs

• Super Admins

Overview

Before an Account can officially be deactivated, an Account Manager or Admin must submit a request for the Account to be deactivated. Super Admins receive an email notification each time an Account deactivation request is submitted and are responsible for approving or rejecting the request to finalize the process.

What happens to the Account when deactivation is requested?

Once the deactivation request is submitted,

Directions:

1. Locate the Account in the Accounts List on the All Accounts page.

2. In the Action column, hover or click the dropdown arrow, then select Account Settings.

   

3. When the Account Settings expand from the right side of the page, collapse each category or scroll to the very bottom of the list to view the category Account.

4. Click the red text, Request Account Deactivation.

   

5. Read the on-screen warnings about Account pages and how deactivating the Account will impact those. If you agree, enter a reason for requesting the account deactivation, then click the red Deactivate button.

   

Deactivating an Account

Applies to:

• Super Admins

Overview

Only Super Admins have permission to manage Account deactivation requests. Super Admins can approve deactivation requests to officially deactivate an Account, or they can reject the request and return the Account back to an active state. When a deactivation request is rejected and the Account returns to the active state, all Users, Tiers, and Campaigns will return to their status prior to the deactivation request.

What happens to an Account when it is deactivated?

Once the deactivation request has been accepted, the deactivation process is finalized. Here is what happens to the Account:

Directions:

1. Locate the Account in the Accounts List on the All Accounts page using the filter to display Accounts by status: Deactivation requested.

   

2. Click the Accept/Reject button in the Action column or the red icon in the Account name column to expand the request.

   

3. When the panel appears on the right side of your screen, select Approve, then enter a reason for the Account deactivation in the reason field. Then, click the blue Confirm button.