topic Re: Deactivated users, best practices in Tips, Tricks & Best Practices

Deactivated users, best practices

_MMDL — Fri, 31 Mar 2023 17:29:10 GMT

Hi all,

Hi all,

We work in a franchise scheme, where every franchisee has their own HS account.

My question is related to recommending the best practices for deactivated users at the users & teams administration level, there are accounts with hundreds of users and many of them are deactivated.

How do you manage this? I was thinking of creating a team and using a preset, then assigning all deactivated users to the team.
any others recommendations?

Re: Deactivated users, best practices

BukunmiOdetayo — Sat, 01 Apr 2023 01:46:19 GMT

Hi @_MMDL,

Is there hope for these deactivated users to be reactivated to those HubSpot accounts? If not, then, I'll suggest removing them from the accounts and using workflows to assign their assets (records, objects, blogs, scheduling pages, etc. to another active user) to maintain a clean portal. You can learn more about removing users from your HubSpot account here.

Otherwise, you can just add all the deactivated users to a team. I don't think you have any reason to create a preset for them since they cannot access the HubSpot accounts in the first place.

Select the dropdown on "status" and choose "deactivated". Then, check the box to select all deactivated users, "Edit team" and move them to a team that you have created/chosen.

Let me know if this helps.

Re: Deactivated users, best practices

_MMDL — Mon, 03 Apr 2023 15:37:07 GMT

The preset you mention makes sense, thanks!

Re: Deactivated users, best practices

JPairis — Mon, 07 Aug 2023 12:53:34 GMT

Hi @BukunmiOdetayo ,

Could you share your WF how you'd reassign everything?

Re: Deactivated users, best practices

BukunmiOdetayo — Tue, 08 Aug 2023 01:15:53 GMT

Yeah, sure @JPairis

I explained via this video.

Let me know if it helps or if you have further questions.

Re: Deactivated users, best practices

JPairis — Tue, 08 Aug 2023 07:13:59 GMT

Thanks! Appreciated!

Re: Deactivated users, best practices

BukunmiOdetayo — Tue, 08 Aug 2023 11:39:10 GMT

It's a pleasure. The community is open to you anytime! Just let us know how we can help 🙂