A license administrator can deactivate a license member. Deactivated members cannot access projects and other data associated with the license. They do not occupy license slots.

We recommend that you deactivate license members instead of deleting them from a license because this preserves their access rights and settings and you can activate them back at any time.

See the following sections for details:

• Deactivating license members
• Activating license members
• Deleting license members

Deactivating license members

A license administrator can deactivate any license member, except for themselves and the super administrator of the license. Deactivated members do not occupy license slots.

We recommend that you deactivate license members who completed their work on all projects.

When you deactivate a license member, Revizto performs the following actions:

• Send the license member an email notification that they are removed from the license.

• In each project shared with the license member in this license:

  • If the license member is a project owner:

    • Transfer project ownership to the super administrator of the license.

  • If the license member is an author of reports:

    • Delete their reports that are not shared with others.

    • Transfer ownership of their reports that are shared with others to the project owner.

  • If the license member is an author of project dashboards or charts:

    • Delete their dashboards and charts that are not shared with others.

  • Remove the license member from the list of project team members.

  • Replace the license member’s name in the issues, reports, dashboards, and charts with their email address.

  • Suspend the license member’s email notifications.

• If the license member is an author of cross-project dashboards or charts:

  • Delete their dashboards and charts that are not shared with others.

• In other licenses issued in this region:

  • If the current license allows its members to be guests in other licenses, revoke this right from this person (this right might still be granted by other licenses). Guests that do not have this right are suspended.

While a license member is deactivated:

• The license member cannot sign in to this license in Revizto Workspace or Revizto application.

• In each project shared with the license member in this license:

  • The license member does not receive any email notifications.

• In other licenses:

  • If this person is an active member of other licenses, they can access projects and other data associated with these licenses.

A license administrator can activate a deactivated license member at any time. When a license member is activated, they instantly gain access to their projects. For more information, see Activating license members.

To deactivate license members:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to License Management Tools, and then select User Management.

   

4. Select the checkboxes next to the license members and click Deactivate.

   

5. Review the list of selected license members. You can click next to a license member to remove them from the selection.

6. Enter a message for the license members, and click Deactivate. 

Activating license members

A license administrator can activate a deactivated license member. If the license member role is Administrator, Content creator, or Collaborator, this requires an available license slot.

When you activate a license member, Revizto performs the following actions:

• Send the license member an email notification that they are added to the license.

• In each project that was shared with the license member in this license:

• Return the license member to the project team.

• Replace the license member’s email address in the issues, reports, dashboards, and charts with their name.

• Resume the license member’s email notifications.

• In other licenses issued in this region:

• If the current license allows its members to be guests in other licenses, grant this right to this person. If they were suspended due to the lack of this right, make them an active member.

To activate license members:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to License Management Tools, and then select User Management.

   

4. Select the checkboxes next to the license members and click Reactivate.

   

5. Review the list of selected license members. You can click next to a license member to remove them from the selection.
6. Click Reactivate.

Deleting license members

A license administrator can delete any license member, except for themselves and the super administrator of the license. The deletion is permanent.

We recommend that you delete license members only when you are sure that they won’t return to any of the projects in this license. In all other cases, deactivate license members instead of deleting them. For more information, see Deactivating license members.

When you delete a license member, Revizto performs the following actions:

• Send the license member an email notification that they are removed from the license.

• In each project shared with the license member in this license:

  • Transfer project ownership to the super administrator of the license.

  • Delete their reports that are not shared with others.

  • Transfer ownership of their reports that are shared with others to the project owner.

  • Delete their dashboards and charts that are not shared with others.

• If the license member is a project owner:

• If the license member is an author of reports:

• If the license member is an author of project dashboards or charts:

• Delete the license member from the project team.

• Replace the license member’s name in the issues, reports, dashboards, and charts with their email address.

• Suspend the license member’s email notifications.

• If the license member is an author of cross-project dashboards or charts:

• Delete their dashboards and charts that are not shared with others.

• In other licenses issued in this region:

• If the current license allows its members to be guests in other licenses, revoke this right from this person (this right might still be granted by other licenses). Guests that do not have this right are suspended.

To delete license members:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to License Management Tools, and then select User Management.

   

4. Select the checkboxes next to the license members, click More, and then click Delete Users.

   

5. Review the list of selected license members. You can click next to a license member to remove them from the selection.

6. Enter a message for the license members, and click Delete Users.