You can delete or deactivate a team member's access to Canopy on the Team Organization screen in the Settings menu. To view the Team Organization screen, you need Admin access to Canopy.
Deactivated team members can be moved back to active status. However, files, tasks, etc. are not visible until the team member is restored.
Reminder: Deleting a Team Member
When you delete a team member, their account is permanently removed, and all associated historical information (e.g., files, tasks, etc.) will no longer be accessible. A pop-up will appear allowing you to decide whether to keep or delete the team member's emails from Canopy. Account admins can restore deleted team members if necessary.
You can also reactivate previously deactivated or deleted team members by navigating to the "Team Organization" screen and using the filter in the bottom-right corner to locate inactive or deleted accounts, then proceeding to restore their access.
Delete a Team Member
Deleting a team member removes them from Canopy entirely. They will not be able to log in to Canopy once the user is deleted.
1. Click on your profile on the global navigation bar.
2. Choose Settings on the pop-out menu.
3. Click Team Organization in the area to the left.
4. On the Team Organization screen, click the Options icon in line with the team member you plan to remove.
The gear icon will only be visible while hovering your mouse over a relevant team member.
5. Select Delete.
The team member will immediately be removed from the Team Organization screen.
You can view deleted team members by clicking the blue Deleted Team Members
At the bottom-right corner, use the filter tool to view and manage deleted team members.
Deactivate a Team Member
Deactivating a team member in Canopy removes their access to your Canopy account without deleting it completely. An inactive team member will not be able to log in to Canopy.
1. Click on your profile on the global navigation bar.
2. Choose Settings on the pop-out menu.
3. Click Team Organization on the left side of the page.
4. On the Team Organization screen, click the Options icon in line with the team member you plan to deactivate.
The Options icon is only visible while hovering your mouse over a relevant team member.
5. Click Deactivate.
The team member will immediately be removed from the Team Members screen.
To view deactivated team members, navigate to the bottom-right corner of the Team Organization screen and use the filter tool to locate inactive or deleted accounts.
Reactivating Inactive or Deleted Team Members
To restore access for team members:
Go to Settings > Team Organization.
Locate the filter at the bottom-right corner of the Team Organization page to view Inactive or Deleted Users.
Use the filter to find the user in question.
Select the user and choose to restore or reactivate their account. Reactivating an account will ensure the team member regains access to Canopy and any associated features and emails.