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User Management

How to Edit and Deactivate User Accounts

February 9, 20265 views0 found this helpful

Managing User Accounts

Admins and Owners can manage user accounts from the Users section of the control center.

Editing User Details

  1. Navigate to Users and click on a user's name.
  2. On the user detail page, you can modify:
  • Name — Update the user's display name.
  • Email — Change the user's email address.
  • Role — Assign a different role from the dropdown.
  • Status — Toggle between active and inactive.

Click Save Changes to apply the updates.

Changing User Roles

When changing a role:

  • The change takes effect immediately across all active sessions.
  • You can only assign roles at or below your own role level.
  • A role downgrade may restrict the user's access to certain sections.

Resetting 2FA

If a user loses access to their authenticator app:

  1. Open the user's detail page.
  2. Click Reset 2FA.
  3. Confirm the action.
  4. The user's 2FA is disabled, allowing them to sign in with just their password.
  5. They can then re-enable 2FA from their security settings.

Deactivating a User

Deactivation prevents a user from signing in without deleting their data:

  1. Open the user's detail page.
  2. Click Deactivate User (or toggle the status switch).
  3. The user is immediately signed out of all active sessions.
  4. Their account data is preserved but they cannot log in.

Reactivating a User

To restore access:

  1. Open the deactivated user's profile.
  2. Click Activate User (or toggle the status switch back).
  3. The user can sign in again with their existing credentials.

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