Deactivating a user account prevents the user from logging in with their credentials while keeping their account and historical data available in the system for Admins or Managers to impersonate and manage.
Prerequisites
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Roles/Permissions: Super Admin, Local Group Administrator (who owns the group the user is in), or Local Group Manager (if set to manage the user).
Account Type: The user must be a Buyer.
Note: Local Group Managers, Local Group Administrators, and Panel Administrators cannot be set to 'inactive'. They must first be demoted to the Buyer role before deactivation.
Steps to Deactivate a Buyer's Account
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Navigate to the user management area:
Super Admin or Local Group Admin: Select Admin Tools > Local Groups and Users.
Local Group Manager: Select Admin Tools > Manage Buyers.
Locate the relevant group.
Click the blue numbered button in the BUYERS column to view the staff members in that group.
Click the three dots next to the staff member you wish to deactivate.
Select the Make user inactive option in the pop-up menu.
A confirmation prompt will appear. To proceed, click the Change active status button.
Results / Validation
The user's account status is changed to Inactive. The user can no longer log in, but their account remains in the system with full functionality for Administrators to impersonate them.