How to deactivate, reactivate, or remove users from your Affinity account

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Alan Kuang
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Admins can either deactivate, reactivate, 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 Settings on the left side panel.
    Settings.png

  2. Click Users and Permissions tab, then click Deactivate User next to the user you'd like to deactivate.


    Note:     For our Enterprise Tier customers, only the Enterprise Admin will be able to deactivate a user (see Account Level Permissions). To do so, Enterprise Admin can click on the arrow on the right side of the user they'd like to deactivate.


    From there, they can click Deactivate User.


  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_Warning_Modal_-_Only_Work_Account.png

    2. This screenshot will show if the user also has personal/other email account(s) synced - the main difference being that any email accounts whose domains do not match that of their work email account will have their email/calendar data removed.
      Deactivate_Warning_Modal.png

 

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 Users and Permissions tab, then switch to Deactivated users.


  2. Then, click on the arrow on the right side of the user you'd like to reactivate, then click Reactivate.
    Reactivate_User.png

    Note:     For our Enterprise Tier customers, only the Enterprise Admin will be able to reactivate a user (see Account Level Permissions).

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