Users in your account can be active or inactive.
This article covers:
How to view user statuses
View and edit user statuses in Settings → Users & roles:
Click on a user and scroll down to view their user status:
How to change user statuses
Click the Active/Inactive tabs to change the user status. Click the toggle to include/exclude the user from dropdowns and filters. Then click Save:
Differences between active and inactive users
Active users
This is the default setting when you create a user.
- Takes a seat in your Upsales plan
- Appears when searching, exporting, and creating reports
- Completes activities depending on their role and permissions.
Inactive users
- Doesn't take up a seat in your Upsales plan
- Appears when searching, exporting, and creating reports
- Can't log in
- Remains account manager of any companies (change this on the company card or by editing the user status)