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πŸ™‹ How do I change a user's access?

Boni Newberry avatar
Written by Boni Newberry
Updated over a year ago

🚧 Important: Removing a user or disabling their access does NOT remove their seat.

Managing User Access

You can manage a user’s access to an account using the Enable or Disable Access option.

  1. From the left-side main navigation menu, click the Settings tab

    .

  2. Go to the Account tab and select Users from the drop down menu.

  3. Find a specific user > go to Action Menu > click Disable Access.

  4. Disable Access confirmation appears. Select the checkbox to confirm and > click Save.

    The user can no longer login and access the tenant account.

  5. To enable access, go to Action Menu > click Enable Access

  6. Enable Access confirmation appears. Select the checkbox to confirm select > click Save. The user can once again login and access the tenant account.


Archiving Users

Archiving a user hides the user as a valid selection option for any user-oriented fields.

πŸ” Tip: Archiving a user will automatically disable user access for a tenant account.

  1. From the left-side main menu, click the Settings tab

  2. Go to the Account tab and select Users from the drop down menu.

  3. Find a specific user > go to Action Menu > click Archive

  4. To unarchive a user, go to Action Menu > click Unarchive.

  5. Confirm Reactivation confirmation appears > click Unarchive.

πŸ” Tip: Archiving a user will automatically disable user access for a given tenant account. When unarchiving a user, access remains disabled. To enable user access, see also Managing Users from Your Account.

πŸ›‘ WARNING! If you attempt to Enable Access for user in Archived status, the page returns a 403 Access Denied Error. When this occurs click the internet browser back button to return to the Users page.


Deleting Users

Deleting a user only removes the user from your account.

  1. From the left-side main menu, click the Settings tab.

  2. Go to the Account tab and select Users from the drop down menu.

  3. Find a specific user > go to Action Menu > click Delete


FAQs

Once an account user is deleted, can you still view or manage this user from the Reseller Experience?

Only when the user is associate to at least one (1) or more remaining accounts.

However, if a user was associated to only one (1) account, then deleted or removed from the same account, the user can neither be viewed nor managed from the Reseller Experience main menu Users tab.

Can you delete an account user with associated data in a tenant?

Yes – Unlike the previous state where record deletion (including users) is guarded when data associations or relationships exist, deleting account users with and without associations are now allowed.

What happens to record data still associated to a deleted account user?

The deleted account user will still display in the respective data object user field (e.g. contact, event, appointment, opportunity, product, workflow, task).

Can you search or filter deleted account users still associated to record data?

No – Once an account user is deleted, the user is no longer a valid option for searching and filtering any existing record data associated to the deleted account user.

You can use a valid export to manually execute a search and filter within the exported .csv file. Valid exports are Contacts, Opportunities, Agent Commissions, Sales Report and Product Report.

Can I recover a deleted account user?

Yes – To recover a deleted account user, you can re-invite the user (see also Managing Users from Tenant Account: Inviting Users)

Does recovering a deleted account user honor pre-exisiting data associations?

Only if the user’s effective email address at time of account user deletion is the same email used to reclaim a new invitation for the same account. Any existing or unchanged data associations will be honored for the recovered account user.

If the user’s effective email address at time of account user deletion does not match the email address used to reclaim a new invitation for the same account, the new email address is recognized as a separate, new and unique account user. Even if the account user may represent the same individual person, any previous data associations that existed prior to the email change are associated to the formal email address.

πŸ” Tip: More questions regarding users and user roles? Be sure to check out our User Roles & Permissions section

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