We understand that turn over happens, even on the best teams. SPOTIO tries to make it very easy for you to immediately inactivate a user in the event that you have a user leave or have to let go of a team member.
How to:
When you are on our web app (app.spotio.com) you can go into your settings panel on the left side, enter the users section, and open up user management.
Inactivating a user is a matter of 4 simple steps.
- Click the pencil icon at the end of the row of the name of the user you need to inactivate
- When the edit user pop up comes up, towards the bottom of the screen you will see a drop down menu that will say active. If you click the arrows next to active, you will see the “inactive” option. Select “inactive” to move to the next step *Please note that all users being inactivated MUST have a phone number attached to them to complete the inactivation process*
- The deactivation wizard pop up will now appear on your screen confirming that you want to move forward with inactivating your user. *Please note immediately upon completing these steps the user will be inactive and if they are currently logged into SPOTIO they will be booted out of the app* Confirm that you want to complete the inactivation by clicking continue.
- After confirming you want to inactivate the user you will prompted and asked whom you will like the pins reassigned to. You have 2 options – 1. Leave the pins assigned to the current user OR 2. Go ahead and transfer the PINs to a different user using the reassignment wizard.
Once you have completed those 4 steps then that user is now deactivated and your billing for them has instantly been stopped moving forward.
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