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Disabling a User's Login

When a user leaves your organization, you will want to disable their login so that they can no longer access the system or receive email notifications. We recommend disabling a user account rather than deleting it to preserve the history of the transactions associated with the user account.

How to Disable a User

  • Click on the Setup tab.
  • Click on the Inventory Users link in the Account Settings Shortcuts section.
  • Click on the name of the user you would like to disable.
  • Scroll down the InventoryDirect Participant Information page and check the box next to Disable Login?
  • The Effective on date will populate with today's date, but you can enter a different date if needed.
  • Click Save/Next Step to save this information. You can then navigate back to the user list. Disabled users will be marked with this icon () beside their name.


Deleting a User

In order to protect your data integrity, we highly suggest disabling the user instead of deleting. Deleting a user may have a negative impact on your reporting by misrepresenting who was responsible for transactions.


  • Click on the Setup Tab.
  • Click on InventoryDirect Users
  • Find the name of the user that needs to be deleted and click the user's name.
  • Click the Delete button on the user's information page. *Note: This action cannot be undone.