General Information
In some instances organisation owners might need to disable user access. This action will maintain user information in Salestrekker, cease user's ability to access the system and remove that user from billing. Ability to view deals and data from past users is useful for audit and compliance purpose.
This action is an alternative to deleting users. Once users are deleted, their data is assigned to another organisation member, chosen at the time of deletion.
How to disable a user account
The process is simple: organisation owners can go to Settings > Users tab and simply switch the user Disable option to 'on'. This action requires a security confirmation in form of entering the organisation name (name is located under Settings > Details tab).
User data will remain in Salestrekker, however user will not be able to log in again. This user also will be removed from billing.
Users can be activated again by turning the same switch to 'off', and their access to system will be reinstated.