If you'd like to remove a user from your account, simply head to Settings > User Management.
Click on the link ⏬ to skip to the section you're interested in:
Select the user(s) you want to remove > Actions > and you'll be presented with 3 options:
Deactivating a user removes access to your Vincere site.
However, all of the records owned by the user will still be under their name. This makes it easy for you to search for these records and work out which ones need to be reassigned to another member of your team. Deactivating a user will also mean that their information is still stored inside Vincere Intelligence suite.
You can later reactivate this user if you decide to do so.
IMPORTANT NOTE: Deactivating or deleting the user will not remove the seat/License charge from your invoice. This needs to be requested from your Account manager or through a support case ticket.
If you delete a user, this will remove their historical data from the Intelligence suite. For example, any of the actions that they’ve taken inside the system such as adding new records, making placements, and adding comments will be removed in the stats.
Regardless of whether you deactivate or delete the account, the user will no longer be able to log into Vincere and you’ll be able to reassign their seat to a new user.
In general, we recommend that you always deactivate a user rather than delete a user. This allows you to keep historical information and still be able to replace the deactivated user with a new user.
⚠️ PLEASE NOTE: If you want to remove the seat from your Vincere account altogether, you will need to remove the unused seat(s) by going to Settings > Billing. If you do not have access to Billing then please email email@example.com to remove the unused seat.
You can also reset one of your user's passwords here too.
All deactivated users will be on the Inactive user's list.
If you decide to bring back the user just tick the box beside their name and select
They will now be added to your Active user list.
NOTE: Unable to add back the user? You may have used all your licenses/seats.
Simples. #TheVincereWay 😁