A deactivated user cannot access your account, but their records and information will be retained. You can always access their historical information, and you can even reactivate a user’s account. Deactivated users do not count towards your license total.

You can deactivate users from the Company Directory screen:

You can also deactivate users in bulk by inputting the ‘shift’ key on your keyboard and selecting multiple users at once:

You can also deactivate employees in bulk using an import file.

Go to the company directory and filter for deactivated users:

Then click to the employee’s profile to review their historical information:

To reactivate someone, first go to your company directory. The default view is “Billable Accounts”. Click that menu, then select “Deactivated Accounts.”

Once you have your list of deactivated users, use the menu on the far right to reactivate.

You can also reactivate employees in bulk using an import file.

Note: once that person is reactivated, click “Password and Security” to send them a password email.

To merge two user accounts, start by going to the profile of the person you’d like to merge. Select the Manage button and “Merge into other users” from the drop-down options.

Next, look up the destination account in the right-hand search field. On this screen you can review the data that will be merged. The source account will be deactivated.

We do not recommend deleting the first user account. That account will be automatically deactivated, and not count towards your license total.

Once you’ve selected the destination account, you can merge the two accounts and confirm.

When users are deleted, their records and information are completely erased in our system. This is an irreversible action; our support team cannot restore their data. For this reason, we always recommend deactivation over deletion.

To delete a user, you must first deactivate them. Then, click Manage > Delete user and all data on the deactivated profile. You can also delete from the Directory:

You will be asked to enter a confirmation before the deletion happens.