👉 Best Practice: In most cases, we recommend deactivating Users instead of deleting them. Deactivation prevents access but keeps their history intact, avoiding potential data loss.You must be an admin to perform these steps.
Requirements
You must be an Admin (or Chain Admin) to delete or deactivate Users.
Deactivate a User
Deactivation is the safest option—it immediately removes access while preserving all associated records.
Steps:
Go to Settings → Organization → Users & Roles
Locate the User you want to deactivate
Click Deactivate
Confirm by clicking Deactivate again
Deactivated Users can be reactivated later if needed.
⚠️ Note: When a User is deactivated:
Their email connections are disconnected.
If they are the Assignee of a Booking with Workflow Emails, those emails will pause until a new Assignee is assigned.
Delete a User
Deleting a User permanently removes them from the system.
Steps:
Go to Settings → Organization → Users & Roles
Locate the User and click Edit
Click the Delete icon
If part of a Chain:
Remove the User from each Organization one by one
Once only one Organization remains, the Delete User button will appear
Confirm by clicking OK
Reassign their records to another User (required, even if no Bookings are currently assigned)
Click Delete
🚨 Important: Once deleted, the User cannot be recovered.
Quick Comparison
Action | What Happens | Can Be Reversed? | Data Impact |
Deactivate | Access removed, records preserved | ✅ Yes – can reactivate | No data loss |
Delete | User removed permanently | ❌ No | Must reassign all records before deletion |