How to Deactivate User

Tags: User

You aren't able to completely delete a User but here are the steps to deactivate them. Deactivating a User will remove their access.


Pro Tip! Reach out to Support and they can Unlink the Deactivated Users Infusionsoft ID and therefore you can replace with a new User when needed.

Deactivate Steps

  1.  Go to Admin > Users 

  2. Click Users Name in Blue > Scroll Down

  3. Click "Deactivate"


User License

Deactivating a User will make a User license available. The only exception is when a Partner (Users with a blue P next to their name) is deactivated, since a Partner does not use a User license no User license will become available. 


Reassign Ownership 

What happens to the contacts, tasks, opportunities, and notes assigned to a Deactivated user?

When a User is deactivated the completed task will be removed. It will only ask who to assign the PENDING Tasks. However, notes will not be affected when a User is deactivated.

 What happens if I reassign to the wrong User?

Make sure you are assigning to the correct User because once the action is processed there isn't a way to Undo. However, you can manually reassign to another User.

Video Walk through

Note: Video has no sound


 


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