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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Deactivate a User

  • Updated:

We recommend deactivating a user rather than deleting a user for data retention purposes. Deactivated users cannot register for programs or make reservations, however, their data and account are still stored in CivicRec and they can be reactivated by a staff member at any time. 

 

If you need to get rid of a duplicate account, you can merge the two accounts together. 

 

 

Important Notes

  • If the user that needs to be deactivated is the main account holder, you will need to assign a new account holder first.
  • Deactivating a user will deactivate them across all CivicRec organizations (does not apply to customers with dedicated hosting). 
  • Deactivated users will not receive any email or SMS alerts through CivicRec even if they are still opted-in to communication.
  • Deactivated users cannot pay off any balances on their accounts or receive refunds for any prior purchases.

 

Instructions

  1. Search for and select the user
    select user
  2. Click Edit User
    edit user
  3. Check the Deactivated User box
    deactivated user
    • Note: You can re-activate a user at any time by unchecking the same box.
  4. Select Save User
    save user
  5. From the Accounts tab, you can still search for and access the user. The account will be greyed out with the verbiage [Deactivated].
    account deactivated internal
    • Note: The account will not show in the Catalog search screen as deactivated users cannot make any new purchases. Deactivated users cannot pay off any balances on their accounts or receive refunds for any prior purchases.
  6. A deactivated user will still be able to log into their CivicRec public account, however, there will be a banner across the screen notifying them that they have been deactivated
    account deactivated public
    • Note: Deactivated users cannot make any new purchases, reserve, or register from the public catalog. Additionally, Deactivated users cannot pay off any balances on their accounts from the public view.

Comments

Let us know what was helpful or not helpful about the article.

3 comments

Date Votes
  • Kat Grady

    I need to Deactivate the entire account, not just one of the "users" on that account.  How am I supposed to do that?  This article says: "

    0
  • Brad Budnick

    This is article is not clear about how a user, once deactivated, can still see information such as all and every transaction and use some modules despite being deactivated. Additionally, the user can still login. I feel that this really need to be mentioned here.

    0
  • Casey Dudley

    It doesn't tell us how to deactivate the entire account, it just says you need to assign a new account holder.  How can we deactivate the entire account?

     

    0

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