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Manage Existing Users in an Organization

How to deactivate, reactivate and permanently delete users from an organization

Admin-level account permissions are required to deactivate, reactivate and permanently delete users from a Pitchly organization.

Deactivating a user will prevent them from logging into their Pitchly account. Once a user is deactivated, an Admin will have the ability to reactivate or permanently delete the user account.

To manage users in an organization:

  1. Select the Users tab to the left of the Admin home view

  2. Click Users at the top of the screen

    Screenshot 2024-06-11 at 2.43.36 PM
  3. Use the search bar to find a specific user

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Alternatively, sort by user status and/or alphabetical/chronological order

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To view which workspaces and/or teams a user is added to, click on the user’s name to view the User memberships window.

Screenshot 2024-06-11 at 2.44.07 PM

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To deactivate a user:

  1. Find the user you wish to deactivate

  2. Click the ellipses next to the user name

  3. Click Deactivate

    Screenshot 2024-06-11 at 2.44.30 PM
  4. From the pop-up window, click OK

To reactivate a user:

  1. Once deactivated, find the user you wish to reactivate

  2. Click the ellipses next to the user’s name

  3. Click Reactivate

    Screenshot 2024-06-11 at 2.44.45 PM

  4. From the pop-up window, click OK

Please Note: If a user account is reactivated, all previously assigned workspace memberships and respective permission levels will be restored.

To permanently delete a user:

  1. Once deactivated, find the user you wish to delete

  2. Click the ellipses next to the user’s name

  3. Click Permanently Delete

    Screenshot 2024-06-11 at 2.44.53 PM
  4. From the pop-up window, click OK

Please Note: Permanently deleting a user account will remove all assigned workspace memberships and permissions levels. Admins will be unable to restore.


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