You can deactivate users and roles so they won't have login access, and won't count as part of your billing plan. Their historical data will still appear in searches, exports, and reports. Plus you can choose whether to keep deactivated accounts visible in dropdowns and filters.
- Click Settings → Account → Users & roles:
-
Hover over the user or role you wish to deactivate, and click the edit icon. If they don't appear, click the Include inactive toggle button:
- Scroll down to the User status section and click Inactive. Click the toggle to choose whether to keep the user appearing in any Upsales dropdowns or filters, and click Save: