Skip to main content

Deactivate a user through Evo

To deactivate a user in CRM, first remove their CRM permissions in the Members screen of Access Evo. Removing CRM permissions is what marks the user as Inactive in CRM — deactivating in Evo alone won't do this. Follow these steps to deactivate the user in Evo:

  1. Click Members, then use the search bar to search for the employee to be deactivated.

  2. Next to their name, click Show member actions and select Deactivate.

Did this answer your question?