How to deactivate/remove users from your Affinity account
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
- How to deactivate a user
- How to remove a user
- How to reactivate a 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
- Click on your Personal Avatar, then click Affinity Settings.
- Click Team Management tab, then click the ellipsis (3-dotted icon) next to the user to deactivate them.
- Make sure you agree with the following, then click Confirm.
- This screenshot will show if the user only has their work email account(s) synced.
- This screenshot will show if the user also has personal/other email account(s) synced.
- This screenshot will show if the user only has their work email account(s) synced.
- The user will then appear in the Deactivated Users section at the bottom of the page.
How to remove a user
- 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.
- 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
- Click the ellipsis (3-dotted icon), then click Reactivate this user.