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: When a team member is deleted, their account is removed. All historical information connected to the deleted team member, like files, tasks, etc., will not be accessible. Account admins can restore deleted team members if needed.
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 Options 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
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.
You can view deactivated team members by clicking the blue Inactive Team Members link at the bottom of the Team Organization screen