In this article, we will cover three different scenarios of handling users deletion or removal.

1. Remove User from a Project

Removing a user from a Project will keep user profile as active. User will not be able to access the specific project items.

To Remove a User from Single Project:

• Go to Navigation Menu Settings > Projects and Users > Manage Projects.
• Locate Project from the list, where you want to remove the user and select “Remove” option.
• The user will be removed from project user list and will be shown under “Available Users” list.

Note: To add or remove a user from one or all projects, you should have at least Project Admin rights.

2. Deactivate a User

Deactivating a User, keeps user information intact but user can not access Yodiz anymore.

A deactivated user is:

• Not able to access Yodiz project anymore.
• Total User count will still consider this user. Yodiz will not count it as Active User.
• If user was responsible to open items, then you can assign all open items to one or multiple other users.
• If you do not select different user as responsible for open items. You can still change item Responsible later manually.
• You can activate this user account again, reactivating does not need to send a new invite to the user again.
• Item History will remain intact and still shows deactivated user name

• Go to Navigation Menu Settings > Projects and Users > Manage Users
• Locate the user and select contextual menu option to deactivate the user.

3. Delete a User from Yodiz

Deleting a user will remove this user from your organization list. Total count of users will also change.

A deleted User is:

• Deleted from the Yodiz Users list
• Total user count is reduced by one
• If user was responisble to open items, then you can assign all open items to one or multiple users.
• If you do not select different user as responsible for open items. You can still change item Responsible later manually.
• After successful deletions, user cannot use Yodiz account.
• Items that were assigned to that User still appear as normal until responsible is not changed.
• Item History will remain intact and still shows deleted user name
• Admin needs to invite this user again to use Yodiz account.

Note: If Admin adds a deleted user again who has been using the same email as earlier, Yodiz will consider it as a different user.

• Go to Navigation Menu Settings > Projects and Users > Manage Users
• Locate the user and select contextual menu option to delete the user.

Note: Super Admin rights are needed to deactivate or delete a user.