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How do I deactivate users on the platform?

 

Here's a step-by-step summary of the video content on deactivating and reactivating users in Intuety:

  1. Why Deactivation Matters: People come and go from organizations, so it's important to know how to deactivate users who no longer need access to Intuety.

  2. Access the Users Tab: From the main dashboard, go to the left-hand side menu and click “Users.” This will display a list of everyone in your company who has access.

  3. Find the User: Locate the person you want to deactivate (e.g. Joeblogs).

  4. Edit the User: Click the Edit icon next to their name.

  5. Deactivate the Account: In the Status field, change it from “Yes” to “No,” then click “Update.” Their account will now appear greyed out, confirming deactivation.

  6. Reactivating an Account: If the user returns and needs access again, repeat the steps , go to Users, click Edit, change the Status back to “Yes,” and click Update. Their account will no longer be greyed out and they’ll be able to log in again.

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