Archive a User Account

To archive an account, open the Active Tab on the Accounts Page in the Accounts Module.

Click the three dot (…) icon next to the user in the Active Accounts Table, opening the context menu. Select “Archive Account”.

Selecting “Archive Account” from the context menu will open a Confirmation Modal.

The modal states, “Are you sure you want to archive this account? Archived accounts are not visible anywhere on the site, including reports.”

Select the “OK” button to archive the selected user account. The user account will be removed from the table of active accounts. Their account information is now found under the Archived Tab on the Accounts Page.

Select the “Cancel” button and return to the Active Tab on the Accounts Page.