Activating and Deactivating Users

Deactivating users prevents them from accessing your organization. Deactivating an invited user that has yet to accept their invitation to create their Dealtale account invalidates the invite link.

Depending on your Role, you can deactivate an active user, and reactivate a deactivated user from the User Management table.

Remember: It is important to deactivate users that leave your organization promptly, in order to ensure that they no longer has access to the platform and your data.

Deactivating an Active User

To deactivate a user, follow these steps.

  1. Hover your cursor over an ACTIVE admin, user or viewer on the User Management table.
  2. Click the ellipsis symbol (1) represented by three dots that appears to the right of the row.
  3. Select Deactivate (2) from the drop-down options.
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  1. Click Yes on the prompt to confirm your action. Otherwise, click Cancel.
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  1. Clicking Yes displays a prompt that the user has been deactivated.
    The status of the particular admin, user, or viewer is listed as Inactive and is grayed out from the list.

Reactivating an Inactive User

  1. Hover your cursor over an INACTIVE admin, user or viewer on the User Management table.
  2. Click the ellipsis symbol (1) represented by three dots that appears to the right of the row.
  3. Select Activate (2) from the options.
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  1. Click Yes on the prompt to confirm your action. Otherwise, click Cancel.

  2. Clicking Yes displays a prompt that the user has been activated.
    The status of the particular admin, user, or viewer is listed as Active and is accessible in the list.

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