Make a User Inactive

At times you may have users leave the company, or no longer require access to the database due to a change in role.

To avoid being charged for these users, you can change their Status to Inactive.  Inactive users retain their history but are no longer able to log into the system.


Step 1. Log into your CRM database (refer to Logging On for further information).

Tip: Only users with the Manager role have access to manage 


Step 2. On the left-hand side of the Home screen, click the Manage Users link.

Manage Users link


You will be taken to the Users List page – current system users will be displayed.


Step 3. Search for the user you wish to edit by entering their first and/or last name in the search fields

Search Users

If you need to create a new user, refer to the Creating a New User article for instructions.


Step 4. Click Search

All users that meet the entered criteria are returned

Search Results


Step 5. Click the Username in the search results

The User details page is displayed

User Details


Step 6. Click Edit

The user details are displayed in edit mode

Edit Mode


Step 7.

Click the Status drop down and select Inactive

Select Inactive


Step 8. Click Save

The settings are saved

Saved Settings



Further Information

For more information on users, refer to the following articles:

Updated on May 24, 2018

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