Deactivating users
Remove a user's access to Unifize while preserving their history and contributions.
Why deactivate instead of delete?
Deactivating a user:
🔒 Revokes their access to the platform
🧾 Retains all historical actions (conversations, approvals, records)
🧠 Prevents data gaps or orphaned records
🚫 Unifize does not support user deletion—for auditability and traceability.
How to deactivate a user
Go to the Contacts page
Find the user you want to deactivate
Click on their name to view their profile
In the profile popup, click “DISABLE [user name]”
Once disabled, the user will immediately lose access and stop receiving notifications.
What happens after deactivation?
✅ User status will change to Inactive in Contacts
✅ They stay linked to all past actions (no loss of history)
❌ Cannot be invited to new conversations or records
✅ Can be reactivated at any time with a single click
How to reactivate a user
Go to the Contacts page
Search or scroll to find the Inactive user
Click their name to view their profile
Click “ENABLE [user name]” to restore their access
Their previous role and group assignments are preserved unless manually changed.
Best practices
Deactivate users immediately when they leave the organization or no longer need access
Don’t reuse email addresses—simply reactivate the original user instead
Review active users quarterly to ensure access control is current
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