What to do when a user leaves an organisation

Modified on Tue, 12 Sep, 2023 at 4:58 PM

If you are notified that a user has left an organisation there are a few steps to disable them in the system.  

It is best practice to not delete them as any history associated with them will be lost. 


  • Open the contact from the CRM that you wish to disable 

  • Click on the Edit button (top left) to edit the user 

  • Click on the 'De-activate' button 


  • Enter some characters in front of their email and 'Save Draft' to ensure no emails are sent to them
    Graphical user interface, application 
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You should then contact the organisation and get them to update the primary contact on any active applications. They may also need to change any report owners if that user was listed as the main report contact.


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