There are several ways to manage user accounts in OnBoard. This guide explains how to temporarily deactivate, reactivate, or permanently delete users, including bulk actions.

What’s the Difference Between Deactivation and Deletion?

• Deactivation: Temporarily removes access to your Organization. The user cannot log in or view any Organization data until reactivated. Useful for seasonal users or temporary roles (e.g., auditors).
• Deletion: Permanently removes the user from your Organization. Their OnBoard account remains active, but all Organization data is removed from their device. If re-added later, previous permissions will still apply unless manually removed beforehand.

How Do I Deactivate a User?

1. Go to Directory in the left navigation.
2. Find the users to deactivate and click the three-dot menu next to their name.
3. Select Deactivate Member.
   
   
4. Confirm by clicking Yes, Deactivate.
   
   

Important:

• Organization data will be removed from the user’s OnBoard mobile apps.
• The user will appear as Deactivated in your Directory only visible to Organization Admins.

How Do I Reactivate a User?

1. In the Directory, click the three-dot menu next to the user.
2. Select Reactivate Member.

The user will regain access immediately and have access to all content they perviously were permissioned to.

Can I Deactivate Users in Bulk?

Yes! Here’s how:

1. In the Directory, select multiple users by checking the boxes next to their names.
2. Click Bulk Actions.
3. Then select Deactivate Member.
   
   
4. Confirm by clicking Yes, Deactivate.

Note: All selected users will lose access and have Organization data removed from their mobile apps.

How Do I Bulk Reactivate Users?

1. In Directory, select the checkboxes next to the deactivated users.
2. Click Bulk Actions
3. Select Reactivate Member.

How Do I Permanently Delete a User?

Before deleting:

• Remove the user from all Groups, Meetings, Resources, and Actions to prevent automatic permission restoration if re-added.
• If the user is an Admin, delegate their admin permissions first. Admin permissions can only be delegated by the user or via a support ticket.

Steps to Delete:

1. Go to Directory.
2. Click the three-dot menu next to the user’s name.
3. Select Delete Member.
   
   
4. Confirm by clicking Yes, Delete.
   
   

Important Notes:

• Deleting a user does not delete their OnBoard account.
• If re-added, they will regain previous permissions unless removed beforehand.
• There must always be at least one Admin in the Organization. If you try to delete yourself and no other Admin exists, you’ll receive an error.

How Do I Bulk Delete Users?

1. In Directory, select the users you want to delete by selecting the checkboxes next to their names.
2. Click Bulk Actions.
3. Select Delete Member.
   
   
4. Confirm by clicking Yes, Delete.

This permanently removes the users from your Organization and deletes all Organization data from their mobile apps.

FAQs

Q: Can an Admin delete themselves?
Yes, but only if there is at least one other Admin in the Organization. If not, deletion will be blocked.

Q: Does deleting a user remove their OnBoard account?
No. It only removes them from your Organization.