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.

1. Go to the Contacts page

2. Find the user you want to deactivate

3. Click on their name to view their profile

4. In the profile popup, click

Once disabled, the user will immediately lose access and stop receiving notifications.

• ✅ 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

1. Go to the Contacts page

2. Search or scroll to find the Inactive user

3. Click their name to view their profile

4. Click

Their previous role and group assignments are preserved unless manually changed.

• 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