How to deactivate a user

Steps to take to deactivate a user's account

    As your team evolves, you may wish to deactivate a user whose profile is no longer being used. Deactivating a user is an easy 3-step process:

     

     

    1. Sign in to the Partner Portal

    You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to the Partner Portal to sign in.

    Screenshot 2023-12-14 at 2.34.07 PM

     

     

     

    2. Go to the Access tab

    From the left-hand side, select Access.

    PP Access1

     

     

     

    3. Deactivate user

    Click the three dots next to the user whose role you would like to change. Click Deactivate.

    PP Access8To confirm you would like to deactivate the user, click Deactivate to continue. 

    PP Access9

    Review User Management to get an overview of the options you have to manage your organization's users.

    If you encounter any challenges, please reach out to us at support@clym.io.