You can deactivate users so they won't have login access, and won't count as part of your plan. Their historical data will still appear in searches, exports, and reports. Plus you can choose whether to keep deactivated users visible in dropdowns and filters.
- Click Settings → Account → Users & roles:
- Click on the user you wish to deactivate. if you don't see them, try clicking 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:
- Click Save and that's it!
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