Deactivate or Reactivate a Profile
It's important to keep your team up-to-date in Stella Connect so we've made it simple to deactivate and reactivate profiles, when necessary, rather than requiring that profiles be deleted and recreated. There are a couple of methods for deactivating/reactivating Team Member profiles, and a couple of considerations you'll want to keep in mind when deactivating Team Leaders and Admins.
Deactivate a Team Member Profile From the Manage Team Page
If you'd like to deactivate a single Team Member profile, you may choose to simply do so from the Manage Team page. Simply search for the Team Member and click the red circular icon to the far-right of that Team Member's name. Simple!
For Team Members specifically, there's a second method for deactivating a profile -- bulk update! Using the bulk update workflow, you can simply add a y in the Deactivated column on your bulk update spreadsheet for each Team Member you need to deactivate. This method is particularly useful if you'd like to deactivate multiple Team Member profiles at once.
Note: You cannot deactivate Team Leader or Admin profiles via Bulk Update.
Deactivate a Team Leader Profile
Team Leader profiles can be deactivated from the Manage Team page by clicking the red circular icon to the far-right of the Team Leader's name, just like Team Members. However, if that Team Leader has reporting Team Members, you'll need to complete an additional step. Team Members will need to be reassigned to a new Team Leader after their current Team Leader's profile is deactivated - we'll guide you through this process, when necessary.
Deactivate an Admin Profile
For Admins, you will not see the red circular deactivate icon on the Manage Team page. Admins will need to be demoted to a Team Leader before they can be deactivated. Simply click on the green pencil icon to the far-right of the Admins name and on the Edit Profile page, deselect the Company Admin checkbox. You'll need to confirm that you'd like to demote this Admin to a Team Leader in order to proceed.
Note: If the Admin you're attempting to demote is your account's Main Company Admin / Account Owner you'll need to reach out to our Technical Support Team (support@stellaconnect.com) or your CSM for help. Please let us know, when reaching out, which Admin we should make the new Main Company Admin for your account.
Once you've demoted the Admin to a Team Leader, simply search for their name on the Team Leader tab of your Manage Team page, and click the red circular deactivate icon to the far-right of their name just like you would for a Team Member or Team Leader.
Reactivate a Profile
If you need to reactivate a profile, you can do so from the Manage Team page. Select the Show Deactivated checkbox and search for the Team Member, Team Leader, or Admin you need to reactivate as you normally would. Once found, click on the green pencil icon to the far right of the user's name. On the Edit Profile page, deselect the Deactivated checkbox and Update to save changes. The profile will now be reactivated.
Important Note: If the profile you're attempting to Deactivate or Reactivate is incomplete, you'll need to fill in the required fields before the profile can be deactivated or reactivated. You can simply apply dummy information if you don't have the user's details on hand.
Profiles can also be deactivated or reactivated via our User Provisioning API. If your team is interested in implementing a user management process via API, you can access our API docs here.
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