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 or automatically.

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.

  1. Navigate to: Administration > Users & Roles > Users.
  2. Select Active Users from the View dropdown menu.
  3. Select user(s):
    • A single user: Hover over the user you would like to deactivate and click the More Options More Options menu menu.
    • Multiple users: Select the checkboxes of each user you would like to deactivate and click the More Options menu at the top of the page.
    • All users: Select the checkbox at the top of the grid column and click the More Options menu at the top of the page.
  4. Select Deactivate. The Deactivate User(s) dialog will display. Select one of the following options: 
    • Leave User Data: Marks the user as inactive and continues to store their data, licenses, permissions, and assignments.
    • Remove Permissions and Assignments: Marks the user as inactive and removes their licenses, permissions, and assignments, but the user data will continue to be stored in the system.
    • Anonymize User Data: One of the several options available for GDPR compliance, this option marks the user as inactive and removes all user data, licenses, permissions, and assignments.
  5. Click Deactivate.

The UserInactivityDisable global setting specifies the length of time, since the last login (in days) after which a user account will be disabled in QPA. By default, the value is set at "0", which means no expiration. The maximum value is 730. When users are deactivated, they no longer hold a Upland Qvidian license.

Note: Certain users and/or roles can now be prevented from being automatically deactivated after a period of inactivity. To exclude a specific User or Role from deactivation, enable the Exclude user from automatic deactivation based on inactivity permission. This setting is disabled by default.

  1. Navigate to: Administration > Users & Roles > Users.
  2. Select Inactive Users from the View dropdown menu.
  3. Select user(s):
    • A single user: Hover over the user you would like to activate and click the More Options More Options menu menu.
    • Multiple users: Select the checkboxes of each user you would like to activate and click the More Options menu at the top of the page.
    • All users: Select the checkbox at the top of the grid column and click the More Options menu at the top of the page.
  4. Click Activate.

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.

  • A single user: Hover over the user you would like to lock, click the More Options More Options menu 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.

The UserInactivityLock global setting specifies the length of time, since the last login (in days) after which a user account will be locked out of QPA. By default, the value is set at "0", which means no expiration.

Note: Certain users and/or roles can be prevented from being automatically locked out after a period of inactivity. To exclude a specific User or Role from being locked out, enable the Exclude user from automatic deactivation based on inactivity permission. This setting is disabled by default.

  • A single user: Hover over the user you would like to unlock, click the More Options More Options menu 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.

Note: If the user was locked because of a password error or other reason, you can also check the Force Password Reset box. This will send the user an email with a link to change their password. For more information, see User passwords .