When we talk about users, we are talking about learners and trainers. Both of these types of users can be deactivated or deleted from the Users tab.

In most instances, we suggest deactivating users instead of deleting them.

Deactivating: If you deactivate a user, it will free up the seat but their progress and data will still be saved in the backend of our platform. The user will no longer be able to sign into the workspace, but all personal identifying information, results, and data will be retained. You can reverse this action at any time.

Deleting: If you delete a user, they will no longer be able to sign into the workspace and all personal identifying information will be deleted. If you delete a user, all records will also be deleted. You cannot recover this data or their progress. Be careful, as this action cannot be reversed.

Step 1: Navigate to the Users section.

Step 2: Select either the Learners tab or the Trainers tab. Find the learner or trainer you wish to deactivate. Select the three dots next to their name.

Step 3: Choose ‘Deactivate learner’ or ‘Deactivate trainer’ to deactivate their account.

Step 4: You will then be presented with a warning asking you if you are sure. Select ‘Deactivate learner’ or ‘Deactivate trainer’ to confirm your action.

Step 5: Once detectivated, you will still be able to see the learner or trainer in your list of Users. They will have ‘Deactivated’ in the Status column.

The Activity tab allows you to sort your users based on their activity. This can be super helpful in determining which users you can deactivate from the platform and maintaining your seat count.

Step 1: Navigate to the Users tab.

Step 2: Select the ‘Activity’ tab.

Step 3: You might choose to sort your users here either by using the ‘Status’ filter at the top, or sorting by ‘Last Login’. If you select ‘Status’, you may choose to view all the users that are ‘Inactive’, or view all the users who have ‘Never logged in’. These can be useful determinants for deciding who to deactivate from your workspace.

Step 4: If you would like to delete all Inactive users, select this filter. You can then select all Inactive users by ticking the checkbox at the top of the table.

Step 5: Once you have your users selected, you can choose to ‘Deactivate’ at the bottom of the screen. You will be presented with a warning to make sure you would like to deactivate these users. If you would like to review the list, select ‘See all’ next to their profile images. To confirm your decision, click ‘Deactivate users’.

Step 1: Select the three dots next to where it says ‘Deactivated’ in the Status column.

Step 2: Select ‘Activate learner’.

Step 3: You will then be presented with a warning asking if you are sure you would like to activate the learner. Select ‘Activate learner’ to confirm your action.

Step 4: The learner will now appear as ‘Active’ in your list of users.