A:
We do not recommend deleting a user when it is no longer in use, as this would make it impossible to track which data was associated with that user. When a colleague leaves the organization, we suggest inactivating the user instead. By inactivating the account, all associated data remains intact, and you can still search for the user in filters, lists, and reports (if preferred, you can also make the user invisible in filters under the user settings).
An inactive user does not count as a license, so there is no additional cost, which means you can add a new user instead. No one will be able to log into the inactive account.
If you want to reassign the former colleague’s companies or activities, you can do this by:
- Going to Advanced Search.
- Selecting the information you want to reassign.
- Choosing the inactive user under the User field.
- Viewing the results.
- Selecting all entries.
- Click Update and choose which user you want to assign instead.