How Do I Deactivate a User?
Turn off accounts that are no longer active with your org.
How do I deactivate a user that no longer works for our organization?
To make sure only activate employees have access to your Sunlight accounts please turn off users regularly that are no longer working with your organization. We recommend setting up a recurring event in your calendar to remind you to keep these up to date as well as simply deactivating users as soon as they have left your organization.
All sales from deactivated users will be visible to "Executive" and "Operations Representative" users within the orange portal. These users can re-assign the deals to other users if needed.
Follow the instructions below on how to do this:
1. Click "menu" in the upper right of the screen.
2. Click "user management."
3. Click on any active user tile.
4. Click "Deactivate User" and follow the prompts on the screen.
Please note, once you've deactivated an account, that email will no longer be usable in the Sunlight system. If you need to move a user from org to another and keep the email address the same, please contact prodsupport@sunlightfinancial.com for assistance.
