Articles on: Pipeline General

How do I deactivate members from the People tab?

How to Deactivate Members in the People Tab

When a team member's involvement in a project comes to an end and or they are no longer part of your organization, you can easily deactivate them from the People tab. Follow these straightforward steps:

Go to the People tab from the left menu.
Hover over the member you'd like to disable.
Click the Red deactivate button that appears.

Note: Disabled members will lose access to the platform, although their name and information will continue to be listed in the system for record purposes.

Differentiating Between Rooms and Deals on the Contact Card

Clicking on a member's name in the People tab opens their contact card, revealing essential details about them. On the right-hand side, you'll find two distinct sections: Rooms and Deals.
Rooms: This section will list the rooms they are a member in.
Deals: Here, you'll find a list of deal cards on which they are designated as a contact.

For instance, this image demonstrates a contact linked to a deal card. While they might not be a part of the room, they are recorded as a contact for that specific deal.

By deactivating members and understanding their associations with rooms and deals, you can keep your workspace organized and focused. Should you have any inquiries or require assistance, feel free to reach out to our support team.

Relevant Articles:

How do I add members to my room?
How do I remove a deal card from my pipeline?

Updated on: 28/08/2023

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