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  1. Upsales Help Centre
  2. Settings
  3. Frequently Asked Questions

How do I remove users or roles from our filters?

You can deactivate users so they can no longer log in. Their historical data still appears in searches, exports, and reports. You can also choose whether to keep a deactivated user visible in dropdowns and filters.

  1. Click Settings → Account → Users & roles:

    users and roles.png
     
  2. Hover over the user you wish to deactivate, and click the edit icon. If they don't appear, click the Include inactive toggle button:

    chrome_iL4Iv5LxrT.gif
     
  3. Scroll down to the User status section and click Inactive. Use the Visible in dropdowns and filters toggle to choose whether the user still appears in dropdowns and filters, and click Save:

    chrome_xewxnWfbDf.gif
     

Deactivating a user does not change the number of licenses you pay for. To adjust your licenses, go to the Billing portal.

Removing a role

Roles can't be deactivated, only deleted. In Settings → Account → Users & roles, click the trash icon on the role's row and confirm. The trash icon is disabled while the role contains users or sub-roles, so move them to another role first.

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