How do I activate, deactivate or change a team member into a guest?

You must be an admin of the account to perform these actions. 

How to activate a team member or a guest?

  1. Click your Profile Picture (avatar)
  2. Click Admin
  3. Click My Team
  4. Scroll to the right of the user's name to view a pencil.
  5. Click the pencil.
  6. Click on "activate user"

Screen_Shot_2018-08-05_at_14.59.54.png

 

How to change a team member into a guest (or vice versa)?

  1. Click your Profile Picture (avatar)
  2. Click Admin
  3. Click My Team
  4. Scroll to the right of the user's name to view a pencil.
  5. Click the pencil.
  6. Click on "Make guest"

Screen_Shot_2018-08-05_at_14.56.21.png

 

 Note: If the team member is an admin, you must first remove their admin status before you can change them into a guest.

 

How to delete a team member or a guest?

  1. Click your Profile Picture (avatar)
  2. Click Admin
  3. Click My Team
  4. Scroll to the right of the user's name to view a pencil.
  5. Click the pencil.
  6. Click on "Deactivate user"

Screen_Shot_2018-08-05_at_14.58.13.png

 

 Note: Deactivated users don't count towards your paying plan.

 

If you want to permanently delete a user's information, you need to go to then to the tab "Deactivated Users".

From there, click on the pencil located on the right of the name of the user you have just deactivated as below and select "delete user details":

Screen_Shot_2018-08-05_at_15.02.38.png

As an admin you have also the option to add other admins, customize your account, see the billing information and much more. For more information, please click right here

if you have any further questions, please don't hesitate to reach out to our customer success team at support@monday.com