Deactivate and reactivate user profiles

Keep your teams up to date by managing user profiles.

In Medallia Agent Connect, you can deactivate and reactivate profiles, when necessary, rather than deleting and/or recreating them. There are several ways to deactivate and reactivate user profiles, and there are important considerations when deactivating team leaders.

Note: Only users with the Manage Users permission will be able to manage, edit, deactivate, or reactivate users.​

Deactivate a user from the Manage Team page

You can deactivate a single user profile on the Manage Team page. First, search for the team member in the list, then and click on the row of the user profile you wish to deactivate, or click the Actions icon and select "Deactivate User". Once selected, the user's profile status will update to "Deactivated".

Click the Deactivate icon to deactivate a profile

example of deactivating a profile

You can also deactivate multiple profiles at once, with some conditions. For example, only users who cannot manage teams can be deactivated through the bulk process. To learn more, see .

Deactivate a manager or team leader profile

Team leader profiles can be deactivated from the Manage Team page by clicking the Actions icon in the user's row and selecting "Deactivate User". However, if that user has direct reports still reporting to them, you'll need to complete an additional step. When you attempt to deactivate one of these users, you will see the Deactivate a Manager page with additional options.

example of deactivating a manager

Members of the user's team will need to be reassigned to a new team leader before their current team leader's profile is deactivated. Options are available to either reassign all team members to a single new team leader or reassign them individually if they will be dispersed across several teams.

Reassigning Team Members before deactivating a Team Leader

Note: If you need to deactivate your organization's primary company admin / account owner, you'll need to reach out to our Support team or your account manager for help. The team will need to know which user we should make the new primary company admin for your account.

Reactivate a Profile

You can reactivate a profile from the Manage Team page. In the Status filter, select Deactivated to view all deactivated users. You can then search for the user profile, and once found, click on that row to open the profile or click the Actions icon and select "Edit User". Within the user profile, deselect the Deactivated checkbox and save the changes to reactivate the profile.

example of editing a user account
Note: If a profile is incomplete, you'll need to fill in the required fields before it can be deactivated or reactivated. You can enter any information if you do not have the correct information available.

Profiles can also be deactivated or reactivated via our User Provisioning API. If you are interested in implementing a user management process via API, view our API documentation to learn more.

Reactivating profiles

All roles are reactivated in the same way.

  1. On the Settings screen, click Manage Team.
  2. Turn on the Show Deactivated field.
  3. Find the profile you want to reactivate, and then click the green pencil icon in that user's row.
  4. On the edit screen, turn off the Deactivated field, and then click Update team member.

    The Deactivated field in a profile