Deactivate or lock users

Administrators can revoke a user's access to Upland Qvidian by deactivating or locking them. You can deactivate or lock a user manually, as instructed below, or automatically. Users are automatically deactivated when they do not log into Upland Qvidian for a length of time specified in the UserInactivityDisable global setting. By default, this setting is 0, which means the user will never be automatically set to inactive. When users are deactivated, they no longer hold a Upland Qvidian license. Users are automatically locked when they do not log into Upland Qvidian for a length of time specified in the UserInactivityLock global setting. By default, this setting is 0, which means the user will never be automatically locked. When a user is locked, they no longer have access to Upland Qvidian, but they still hold their license.

To view inactive users, go to Administration > Users & Roles > Users, and select Inactive Users from the View drop-down menu.

View active / inactive users

To only view active users, select Active Users from the View dropdown menu.
To only view inactive users, select Inactive Users from the View dropdown menu.

Activate or deactivate a user

Deactivated users no longer hold a license, but their information and history is maintained. If you deactivate a user by mistake, you can reactivate them.

Note: If the soon-to-be deactivated user is assigned as an Owner to any content records, it is best to remove their ownership prior to deactivating.

To deactivate:
- A single user: Hover over the user you would like to deactivate, click the More Options menu, and select Deactivate. You are prompted to confirm.
- Multiple users: Select the checkboxes of each user you would like to deactivate, click the More Options menu at the top of the page, and select Deactivate. You are prompted to confirm.
- All users: Select the checkbox at the top of the grid column, click the More Options menu at the top of the page, and select Deactivate. You are prompted to confirm.
To activate:
- A single user: Hover over the user you would like to activate, click the More Options menu, and select Activate. You are prompted to confirm.
- Multiple users: Select the checkboxes of each user you would like to activate, click the More Options menu at the top of the page, and select Activate. You are prompted to confirm.
- All users: Select the checkbox at the top of the grid column, click the More Options menu at the top of the page, and select Activate. You are prompted to confirm.

Lock or unlock user access to Upland Qvidian

You can lock a user from accessing Upland Qvidian which denies the user access to Upland Qvidian, but still holds their license.

To lock:
- A single user: Hover over the user you would like to lock, click the More Options menu, and select Lock. A checkmark will appear in the Is Locked Out column.
- Multiple users: Select the checkboxes of each user you would like to lock, click the More Options menu at the top of the page, and select Lock. A checkmark will appear in the Is Locked Out column.
- All users: Select the checkbox at the top of the grid column, click the More Options menu at the top of the page, and select Lock. A checkmark will appear in the Is Locked Out column.
To unlock:
- A single user: Hover over the user you would like to unlock, click the More Options menu, and select Unlock. You are prompted to confirm.
- Multiple users: Select the checkboxes of each user you would like to unlock, click the More Options menu at the top of the page, and select Unlock. You are prompted to confirm.
- All users: Select the checkbox at the top of the grid column, click the More Options menu at the top of the page, and select Unlock. You are prompted to confirm.