IMPORTANT! DELETED USERS CANNOT BE RECOVERED
If in doubt, deactivate a user instead of deleting them from your portal. Deactivated users cannot log in and will be removed from reports, but you can always reactivate them later with their full prior training history. Your subscription will not be impacted by deactivated users.
How do I deactivate a person in my portal?
Admins can deactivate any person in their portal at any time. When you deactivate a person they will no longer be able to log into the portal (they are 'locked out'). However, all of their data and information will be retained.
To deactivate one or more users:
Go to Admin → People.
Select one or more people using the checkboxes in the first column.
Click the 'I want to...' drop-down above the table and click 'Deactivate people'.
After confirming the action, the selected people will be deactivated from your portal.
Alternatively, you can deactivate an individual via their profile page by clicking the 'Deactivate' option next to the 'Status' field under 'Access'.
How do I schedule the deactivation of a person?
You can also schedule a future date to automatically deactivate a person. This date can be set when creating a person, on the same Profile tab when viewing a person, via the Upload People function, or via the Public API or Zapier API.
The platform checks for scheduled deactivations each day and will deactivate anyone scheduled to be deactivated on the present day's date (or an earlier date). The platform will then reset the deactivate date.
You can filter for people with deactivation dates on the main People page in Admin.
How do I delete a person?
To delete a user completely from your portal:
Go to Admin → People.
Select one or more people using the checkboxes in the first column.
Click the 'I want to...' drop-down above the table and click 'Delete people'.
After confirming the action, the selected people will no longer exist in your portal.
Alternatively you can delete an individual from their profile page by clicking the 'I want to...' drop-down on the top-right of the page and clicking 'Delete person'.
You will receive a warning upon deletion. When you delete a person, their training progress, responses, answers and enrolments will be deleted and cannot be recovered.
If a deleted user had shared any insights in topics, their insights will remain, but will be assigned to 'Deleted user'. This allows their knowledge to be retained in the topic.
IMPORTANT! DELETED USERS CANNOT BE RECOVERED.
Reactivating a person
To reactivate a deactivated user:
Go to Admin → People.
Click the 'All people' filter button and, in the window that opens change the 'Activated' field to 'equals No'. Then click 'Filter'.
Select one or more people using the checkboxes in the first column.
Click the 'I want to...' drop-down above the table and click 'Reactivate people'.
After confirming the action, the previously deactivated people will now be reinstated within your portal along with all of their history.
Alternatively you can reactivate an individual via their profile page by clicking the 'Reactivate' option next to the 'Status' field under 'Access'.