Deactivating Users
On Upshot organisations have unlimited users, so as best practice we would recommend creating user profiles for each member of your team who needs to log-in.
There is no need to look to override information on old users and hand new team members their log-ins.
Old team members who may have left the organisation, or no longer need to log-in to Upshot should be deactivated. This will ensure only relevant team members are able to log-in to your organisations account.
Deactivating Users
A user is 'deactivated' rather than 'deleted.' this is because deactivating users leaves the audit trail in place on the system of what actions the user completed such as adding sessions or timeline events, which can be helpful to refer back to later.
To be clear, by completing the steps below the deactivated user will no longer be able to log-in and access your organisation's Upshot account.
System Admins can deactivate a user by going to:
- Admin > Show all users
- Clicking update next to the relevant users name
- Unticking the Account active? tick box, shown under the Username
- And clicking Save
Reactivating Users
If this team member does need access again in the future, they can be reactivated.
System Admins can reactivate by going to:
- Admin > Show all users
- Clicking to view Inactive accounts
- Clicking update next to the relevant users name
- Ticking the Account active? tick box.
- And clicking Save
The user will be able to log-in using their previous details if they can recall these, but if not they can either use the Username/Password Reset Links provided on the log-in page, or System Admins can update these details for them and should refer to the following guide.
Key Terms
User:
Someone who can log in and has access to Upshot. There are different user roles which allow different levels of access. Users can hold more than one role at once. These roles include:
To find out more about User Roles click here or watch this short video.