How to Activate or Deactivate Users

Activating or deactivating users allows you to quickly control who can access the platform, ensuring security and efficient access management.

1º Accessing the user administration module:

In the lower-left side menu, click on “Users”.

This section displays all registered users, allowing you to activate, deactivate, or edit each record.

2º Selecting the user to activate or deactivate:

1. Locate the desired user in the user list.

2. Click on the row corresponding to the user to open their profile.

3º Activating or deactivating the user:

1. In the user edit panel, scroll down to locate the “Is Active?” toggle at the bottom of the tab.

2. Click the button to switch the user’s status:

   • If Active: the button will be blue; click it to suspend access.

   • If Deactivated: the button will be gray; click it to reactivate access.

4º Saving the changes:

After making the desired changes, click “Save All” in the lower corner of the window.

A success notification will appear in the lower-left corner, indicating the user was updated successfully.

5º Confirming the status change:

After saving, check the user list: the “Is Active” column will show “Yes” if the user is active or “No” if inactive.

Best practices:

1. Deactivate when leaving the team: as soon as a collaborator leaves, deactivate their account to prevent unauthorized access.

2. Check for pending tasks first: ensure there are no open tasks or processes before deactivating.

3. Record deactivations: maintain a history of deactivated accounts for auditing and possible reactivation.

Conclusion:

You have learned how to activate or deactivate a user account, quickly controlling who has access to the platform. If you have any questions, please contact our support team.