There are very small differences between deleted and inactive users in Shape Software. Deleted users are removed entirely from your system. Inactive/disabled users (a user with an “Inactive” status) remain in the list of users in case you would like to re-activate them at some time in the future. Disabled users essentially have no access to the system and they are not billed during the time they are inactive. Below is a breakdown of deleted and disabled / inactive users in the system.
Deleted Users
Note: Note: To delete a user, simply click the “Choose” dropdown next to that user and select “Delete”. You will then be prompted to select where to assign that user’s records.
Inactive/Disabled Users
- Inactive users are locked out of the system.
- You have the ability to decide where to re-assign the inactive user’s orphaned events, tasks, users, records etc.
- Disabled users are hidden everywhere in the system with the exception of past notes & logs.
- Inactive users are not billed for the amount of time that they are inactive.
Note: Note: To disable a user, simply navigate to the User Settings tab and turn OFF the toggle for Active User. You will then decide which user will receive the inactive user’s files. You can re-activate them any time from the Inactive tab next to User Settings.