Inactive Users HS

[Ivanjlares]

We have two sales reps, who didn't work out, we let them go, we don't want to lose data, and we need to restrict access as they are no longer employees. As for reporting, we need to report on all the conversations, meetings, deals, won/close, on all reps historically. And understand customer communications, meetings, with our business historically. 

It would be great to make these users inactive as opposed to deleting them, and losing all the data!

[natsumimori · Accepted solution]

Hi @Ivanjlares ,

Thanks for reaching out to the HubSpot Community.

I've found an existing Idea post "Ability to disable users" in the Ideas Forum. Could you please upvote the linked post and leave your feedback/use cases in there to consolidate all of the conversations around this topic in one place?

Thank you!

[karstenkoehler · Accepted solution]

Hi @Ivanjlares,

until the feature request shared by @natsumimori gets fulfilled, your best option would be to create a role for these users. You would limit object access and remove access to any tool in your portal. You'd have to make sure they're not assigned any records any more. Unfortunately, they'd still be able to create new records. Far from ideal but currently the only option if you want to keep the data.

Best regards!

[natsumimori · Accepted solution]

Hi @Ivanjlares ,

Thanks for reaching out to the HubSpot Community.

I've found an existing Idea post "Ability to disable users" in the Ideas Forum. Could you please upvote the linked post and leave your feedback/use cases in there to consolidate all of the conversations around this topic in one place?

Thank you!