Reactivating inactive user accounts allows returning staff or consultants to regain access to the platform without the need to create a new profile. This process ensures that historical data, ownership of records, and previous activity logs remain tied to the correct individual while maintaining an accurate roster of active CRM users.
Before You Begin
Administrator Privileges: Only users with "Admin" role permissions can access the User Management settings.
License Availability: Ensure your organization has an available user license before reactivating an account, as restoring a user will increase your active seat count.
1. Access Settings: Click on the Settings (gear icon) within your CRM interface to open the administrative and configuration panel.
2. Navigate to User Management: Within the Settings menu, locate and click on "Manage Users." This section provides an overview and control panel for all user accounts.
3. View Inactive Users: Inside the Manage Users dashboard, locate the status filter or tab labeled Inactive Users. Click this to display a list of all accounts currently disabled.
4. Select User for Restoration: Find the specific individual in the list. Click on the Information Icon or the user's name to open their profile settings.
5. Restore User Account: Once the profile is open, click the Restore User button (usually located in the top right or within the action menu). Confirm the pop-up prompt to successfully reactivate the account.
Verification / Expected Result
The user will immediately move from the "Inactive Users" list to the Active Users list. The restored user can now log in using their previous credentials (unless a password reset is also performed) and will appear as an option in "Assigned To" dropdown menus across the CRM.
Troubleshooting / Common Errors
Restore Button Missing: This typically occurs if your CRM has reached its maximum number of active user licenses. You may need to deactivate another user or purchase an additional seat before this user can be restored.
Login Issues After Restore: If the user cannot log in after reactivation, they may need a password reset. See [How to Reset a User Password (CRM)] for instructions
Permissions Reset: In some configurations, restoring a user may default them to a "Standard" role. Double-check the Role and Profile settings after restoration to ensure they have the correct access levels.