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User Lifecycle: Deactivate, Reactivate, Delete

Manage a user through their lifecycle — deactivate (suspend) access, reactivate it, or delete the user. Deletion is a soft delete that preserves historical records.

#Purpose

Control access as people join, pause, or leave.

#When to use this

When suspending access, restoring it, or offboarding someone.

#At a glance

DetailValue
Required permissionsUser management (CEO or admin)
Administrator levelCEO / Admin
Portal areas usedUsers, User lifecycle

#Workflow

1
Active user
Has access.
2
Deactivate
Access suspended.
3
Reactivate
Access restored.
4
Delete
Soft-deleted; history kept.

#Step by step

1

Open the user

Go to the user in user management.
2

Choose an action

Deactivate to suspend access, reactivate to restore it, or delete to offboard.
3

Confirm

Apply the change; deactivation blocks sign-in, deletion is a soft delete.
4

Reassign their work if leaving

Move their leads, tasks, or tickets to another owner.

#Approval points

No formal approval gate

This administrative action does not require a separate sign-off, but review carefully before applying changes.

#Security notes

Security considerations

  • Deactivate immediately when someone should lose access.
  • Soft delete preserves history for audit and referential integrity — records they touched are retained.
  • Consider forcing sign-out across sessions for a compromised account.

#Best practices

  • Deactivate rather than delete if the change may be temporary.
  • Reassign work before offboarding.

#Common mistakes

  • Deleting a user who still owns active work.
  • Forgetting that deactivation blocks sign-in but keeps the record.

#Troubleshooting

If this happensTry this
Deactivated user still has accessConfirm the change saved; force sign-out of all sessions if needed.
I need a deleted user's dataSoft delete preserves historical rows tied to the user.

#FAQ

Is delete permanent?

Delete is a soft delete — the account is deactivated and marked deleted, but historical records are preserved.

What is the difference between deactivate and delete?

Deactivate suspends access reversibly; delete soft-removes the user while keeping history.

#Keep exploring

#Business modules & workflows

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