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Deactivating a User

Deactivating user accounts in Pear Suite is the standard process for managing staff turnover and ensuring platform security.

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Table of Contents

Step 1 – Access the user management tab Step 2 – Locate the user for deactivation Step 3 – Confirm deactivation Step 4 – Manage deactivated records

Deactivating user accounts in Pear Suite is the standard process for managing staff turnover and ensuring platform security. By deactivating an account rather than repurposing it, you maintain an accurate audit trail, prevent compliance issues, and avoid technical login errors such as Multi-Factor Authentication (MFA) conflicts.

Step 1 – Access the user management tab

  1. Navigate to the left-hand green sidebar and select the Users icon.
  2. Ensure you have the appropriate administrative permissions (such as the Owner role) to modify user access.

Step 2 – Locate the user for deactivation

  1. Use the search bar at the top of the page to find the specific staff member by name or email.
  2. Review the user list to confirm you have selected the correct individual.

Step 3 – Confirm deactivation

  1. Locate the file cabinet icon (Deactivate) on the far right side of the user's name.
  2. Click the icon to trigger the deactivation modal.
  3. Confirm the action to immediately revoke the user's access to the platform.
    • Note: This process automatically frees up a license "seat" for a new team member.

Step 4 – Manage deactivated records

  1. To view past staff members, click the Show Deactivated Users button located in the top-right corner.
  2. If you need to replace the staff member, click + Add User to create a fresh account for the new hire.
    • Important: Never update the name and email on an old account to a new person; always create a new user record to ensure data integrity and security compliance.
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Related Articles

  • Adding a User to Pear Suite
  • Closing a Member Profile
  • Editing User Settings
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