Overview
When the time arises that a team member's access should be removed, you have the flexibility to choose what is done with their historical information.
Deactivate versus Delete a user
If you select to Delete a user, you will remove their access and all records for that user.
If you select to Deactivate a user, the user will lose access to the account. This will free up one license and they won't be able to be added as owners of any items. However, their historical data will still be shown in the Quantive platform.
Deactivated users are hidden by default to keep your Quantive account focused on active users and relevant information. You will find options to toggle on or off these users when you would like to view data from deactivated users.
Filtering deactivated users
For deactivated users whose historical data still exists, you can toggle on or off viewing these users within filters.
Filter deactivated users within the org chart
Filter deactivated users within reports
Filter deactivated users within teams
How to deactivate or delete a user
Prerequisites
To deactivate or delete users:
Your role must have the system permission assigned to allow the deactivation or deletion of users under "Manage users"
Removing a user
To remove a user from the account, perform the following:
In the bottom of the navigation pane, click Settings.
Click the Users tab. A list of all users appears.
Click the user that you want to remove.
In the upper-right corner, expand the menu.
Click Deactivate or Delete user. To delete, you will confirm the action on the next step.
Confirm the deletion.
Result
The user is removed from your Quantive Results account.
How to Delete a user from the Settings > users page
How to Delete a user from the People > employees page