How do I activate, deactivate or change a user's type?

Before to start reading, note that 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 Users
  4. Scroll to the right of the user's name to view a pencil.
  5. Click the pencil.
  6. Click on "activate user"

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How to delete a team member or a guest?

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

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

 

How to permanently delete a user's information?

If you want to permanently delete a user's information, select "deactivated users" as below: 

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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":

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How to change a user's type?

  1. Click your Profile Picture (avatar)
  2. Click Admin
  3. Click Users
  4. Scroll to the right of the user's name to view a pencil.
  5. Click the pencil.
  6. Select the type of user (member, viewer or guest)  

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Note:  If the user is an admin, you must first remove their admin status before you can change them to a guest.
 
If you have any further questions, please don't hesitate to reach out to our customer success team at support@monday.com