The short answer: Here's how to deactivate team members who are already active in your account. Only owners and admins can perform this action.
If you need help finding users, see Search and sort team members. If you have many users across multiple companies, consider using Command Center instead.
If the team member hasn't set up their account yet, you can revoke their invitation instead.
How it works
When you deactivate someone, their status changes to Deactivated in the user list. The user won't be able to sign in, but you'll still have access to all their transactions.
If the team member being deactivated is also a notary, they can still access their account for their notary journal, but they won't be able to send new transactions or answer calls.
Deactivate a team member
- Select Users from the navigation panel on the left.
-
Select the 3 vertical dots next to the member you want to deactivate.
- Select Deactivate account.
-
Select Deactivate in the confirmation pop-up.
A confirmation appears at the top of the page.
Summary Checklist
- Requires owner or admin role.
- Users → 3 dots → Deactivate account → confirm.
- User's transactions remain accessible. Notary users retain journal access but can't send transactions or answer calls.
- User hasn't set up their account yet? Revoke their invitation instead.
Updated