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How to Delete/Deactivate a Team Member

Your employee is no longer within the company? Want to remove the user from your Billing but keep access to this user data?

Updated over 8 months ago

DELETE vs DEACTIVATE

We all make mistakes when in a hurry. To protect you from Deleting a user with all the data, you should Deactivate this user first.

When you Deactivate a user:

  • User account is being removed from the Company Billing

  • Historical data for this user remains available 

  • User can no longer log in to his Veryfi Account and submit Documents

  • User can be re-activated back whenever necessary

When you Delete a user:

  • The user account and all historical data is being removed for good without the ability to restore 

To Deactivate a user:

  1. Go to My Team section  [https://app.veryfi.com/company/]

  2. Hit on the three-dots tab and select Deactivate action in the drop-down menu

3. Confirm your request to Deactivate. Click "Yes, Deactivate" 

4. Once Deactivated, you will still see this user in the My Team section, but with Deactivated status, as shown on the screenshot below

To Delete user:

  1. Please Deactivate the necessary user first, following the steps listed above.

  2. Once Deactivated, hit on the three-dots tab and select DELETE action from drop-down menu.

  3. Confirm your request to Delete. Click "Yes, Delete." 

To Re-Activate user:

  1. Go to the My Team section 

  2. Select Activate action in drop-down menu for the necessary user, as shown in screenshot below

PS: Please note that only Admin users can modify/edit Team composition. 

Have more questions or suggestions? Please let us know at support@veryfi.com

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