Deactivate & Reactivate Team Members

Only admins have the permission to disable and reenable team members.

Note that if a team member has never accepted an invitation, they cannot be deactivated. However, the team member may be edited, including the name and email address. Email invitation links expire after 72 hours.

Deactivate a team member

If you need to deactivate a user account, please do the following:

Sign in and from the account menu (upper right) and go to Team. The Team page has a list of existing accounts.
Open the team member details by select the edit icon (pencil). A modal with name, email address, and role fields appear.
Select the Deactivate User link to deactivate the team member. The modal closes and the team member will not be able to sign in to their account anymore.

Note that the contacts, conversations, and other actions performed by the deactivated account will continue to appear in the App to keep history. Also, an admin should search for assigned conversations and transfer them to unassigned or to another team member.

Reactivate a team member

Sign in and from the account menu (upper right) and go to Team. The Team page has a list of existing accounts.
Open the filter modal by selecting the filter icon upper right.
Select the option to view All or Inactive under the drop down for State. By default inactive team members are hidden.
Select Apply and the list of inactive team members will display with a Reactivate button in the Activated column.
Once selected, notify the team member. They should be able to sign in with their previous password or they may use the reset password process to create a new one.

An additional note: clients of a partner or agency cannot deactivate or reactivate their team members. However, admins can choose to move them from Admins to Read only. Only one team member needs to be edited and Leadferno will eventually update all team members of a partner match the last updated value either to Admin or Read only.