Users come and go within a company; sometimes, they even come back. The ability to archive users makes the process much simpler.
Archive User
An archived user is a user that no longer takes up a seat while still keeping their data and credentials within Myphoner, allowing them to be restored at any time.
Archive users data will still be visible in Reports (such as Agent & Detail reports).
Archiving a user will result in the following:
When a lead becomes archived, the following happens:
User will be unassigned from lists, locked & claimed leads would be released.
Any user webhooks will be removed.
The user will no longer have access to Myphoner & a seat will become available.
Reporting will continue to show historical stats for this user
To archive a user:
Go to Manage > Users.
Click on the trash can next to the user.
Select "Archive User".
The user will be archived, and you'll get a confirmation notification.
To restore a user
Go to Manage > Users.
Click on Archived.
Next to the user, select the "Restore User" icon.
The user will be moved to active users & a seat will be taken up.
Note: An archived user can be restored, but assigned lists, email, and webhooks will have to be restored manually afterwards.