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Archive a user

Use this for leavers. Archiving a user removes them from your license count and prevents them from accessing the system.

Open team settings

1. Click on the Cog

Zigaflow dashboard top toolbar with the cog settings icon highlighted, beside the notification bell and profile menu

2. Click "Team Settings"

Settings menu list with Team Settings highlighted between Task Types and Workflows, ready to be clicked

Set the account to archived

3. Click on the edit button for the user to archive

Users list with Role, 2FA and Reset Password columns, edit pencil icon highlighted on the second user's row

4. Click on 'Archived account'.

User account edit form with the Archived account checkbox highlighted, above the Save Changes and Change Password buttons

5. Click "Save Changes"

Once this is done, you can tick this box so that the leaver still appears in the dropdowns for reporting purposes:

User settings with Archived account ticked and the Include archived account in search checkbox highlighted in red

View archived users

6. Close the pull-out panel to see the users list again

User Details tab of a user's profile with the back arrow at the top left highlighted to close the pull-out panel

7. Click "Active Only"

Users list with the "Active Only" status filter dropdown highlighted, beside Search Filter and above Email and Role columns

8. Click "Include Archived" to see all users

Users list status dropdown open with Active Only and Include Archived options, Include Archived highlighted

Learn more: user permissions in Zigaflow

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