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Deactivating a connection with a Connected Company

Updated this week

Deactivating a Connected Company in Vantage removes their access while preserving their history for reference.

How to Deactivate a Connection with the Connected Company

  1. Go to the Connected Companies tab on your dashboard.

  2. Hover over the Connected Company you wish to deactivate.

  3. Click the “Deactivate” button that appears on the right side.

  4. A confirmation popup will appear—confirm the action to proceed.

Once deactivated:

  • The Connected Company will no longer be able to access Vantage, if they did business only for you.

  • They will be removed from all Assignees lists.

  • The name of the Company will still appear on historical events for record-keeping.

Viewing Deactivated Connected Companies

To view all deactivated Connected Companies:

  1. Open the filters in the Connected Companies tab.

  2. Navigate to the Deactivated tab.

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