How to remove or deactivate a team member's portal access when they leave your organization or change roles.
When a team member leaves your organization or no longer needs portal access, deactivating their account immediately is an important security step. Deactivation prevents them from accessing tickets, projects, and business files.
How to Deactivate a Team Member
- Log into your portal as an Admin.
- Go to Account → Team Members.
- Find the team member in the list and click the three-dot menu on their row.
- Select Deactivate Account.
- Confirm the deactivation in the dialog. The change takes effect immediately — their next page load will show a "your account has been deactivated" message.
What Happens to Their Data
Deactivating a team member does not delete their activity history. All tickets they submitted and comments they made remain visible to Admin users. This is important for continuity — you can still see what was requested and resolved under their account.
Reactivating an Account
If you need to restore a deactivated team member's access (for example, a contractor who returns for another project), go to Account → Team Members, find them in the "Inactive" tab, and click Reactivate. They'll receive an email to set a new password.
For departing employees, also submit an IT offboarding ticket to ensure their Microsoft 365 and other accounts are handled — portal deactivation alone doesn't cover all access points. See the article Employee Offboarding IT Checklist.