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

Must be an admin of the account to perform these actions. 

How to activate a user 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 user 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 a guest"

Screen_Shot_2018-08-05_at_14.56.21.png

 

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

 

How to delete a user 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 playing plan.

 

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

 

Screen_Shot_2018-08-05_at_15.02.03.png

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