How to deactivate/remove users from your Affinity account

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Alan
  • Updated

Admins can either deactivate or completely remove inactive users to make their seats vacant for others to use. If the user owns any private/shared lists, they will all be reassigned to the admin who deactivates the user.

Deactivating vs. Removing a user

  Deactivating Removing
User's access to your team Affinity account will be revoked X X
User's email accounts will stop syncing X X
User's personal email/calendar data will be removed X X
User's professional* email/calendar data will be removed   X
User's notes and logged calls/meetings will be removed    


Note: "Professional" means company-owned email accounts. For example, if Company123 has an Affinity account (and their registered email domain in Affinity is @company123.com), then deactivating a user on this account will keep the email/calendar data associated with the email account ending in "@company123.com".

If the user synced in other personal email accounts ending in "@gmail.com" or different email domains, then the email/calendar data associated with these will be removed.

 

How to deactivate a user

  1. Click on your Personal Avatar, then click Settings.
    Screen_Shot_2021-11-30_at_11_39_07_AM-2.png

  2. Click Team Management tab, then click the ellipsis (3-dotted icon) next to the user to deactivate them.
    Screen_Shot_2021-11-30_at_12_50_53_PM.png

    Note:     For our Enterprise Tier customers, only the Enterprise Admin can click on Team Management, then click on the All Members tab to deactivate a user.
    Enterprise_Tier_-_Team_Management.png

  3. Make sure you agree with the following, then click Confirm.
    1. This screenshot will show if the user only has their work email account(s) synced.
      Deactivate_confirmation.png

    2. This screenshot will show if the user also has personal/other email account(s) synced.
      Deactivate_confirmation_delete_personal_data.png

  4. The user will then appear in the Deactivated Users section at the bottom of the page.

How to remove a user

  1. If you are an admin, please send an email to support@affinity.co, stating the full name and email address(es) of the user that you are requesting to completely remove.
  2. If you are not an admin, please CC your admin in the email so that they are aware of your request.

How to reactivate a user

  1. Click the ellipsis (3-dotted icon), then click Reactivate this user.
    Reactivate.png

    Note:     For our Enterprise Tier customers, only the Enterprise Admin can click on Team Management, then click on the All Members tab to scroll all the way down and reactivate a user.
    Reactivate_-_Enterprise_Teams.png

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