Before proceeding, please note the following:
Only administrator users can deactivate other users.
Only the account creator can deactivate administrator users.
If you wish to deactivate your own access, please contact one of the administrators.
If you wish to deactivate the account creator's user, please contact Ploomes support via email (suporte@ploomes.com) or via the platform chat.
Deactivating a user does not affect their activities recorded in the account. That is, no information, activities, or data created by that user will be removed from the platform.
Changing an entity's responsibility
Depending on the case, it may be necessary to assign the entity's responsibility to another user so that they can properly continue to operate it.
❓ Changing the responsibility of a given entity is not the same as changing its creator, since this record is unchangeable.
To manually change the person responsible for a given item, simply edit the corresponding field. By default, the field is titled "Owner."
Make sure you have permission to edit this field. If you are not an administrator, you may need to contact one to proceed.
You can also change this information for multiple items at once. Simply follow these steps:
On the page of the entity from which items you want to edit, activate the table view.
In the sidebar that appears on the left side of the screen, create a new tab with a filter that displays only the items under the responsibility of the user who will be deactivated.
See how to create tabs in this article.
In this case, the filter that should be applied to the new tab is this:
![Field: “Owner” / Operation: “Equals to” / Value: [User who will be deactivated]](https://downloads.intercomcdn.com/i/o/kg4ewnrl/1740546959/5ad50dff5e153ceb06eac2deded9/image.png?expires=1760480100&signature=2bd5dd9b86be079c8b8de0474f718a7b3c7373e49e63a98760721499f9bf6377&req=dScjFsx6m4haUPMW1HO4ze7pak6QR%2F%2FiOuMlg%2FToGJJMX49SkF2a32xwyT0p%0AoLPZ%0A)
With the tab created, click the gear icon to open the tab actions and then click "Bulk Edit".
In the pop up window, fill in the following information:
- Field: Owner
- Operation: Equals to
- Value: [User who will become the new owner]To finish, click the square confirmation button and then click “Confirm changes” at the bottom of the window.
Deactivating the user
Access the Administration screen.
In the "Users" section, click "User table".
Find the user in particular (use the search field to quickly find them).
In the upper right corner of the screen, click "Deactivate User."
In the pop up window, select the reason for the deactivation and leave additional notes explaining the situation.
That's it! The user is no longer part of the account’s active user list.
⚠️ Important: Inactive users are not included in the monthly fee calculation. However, if the number of active users is below the limit stipulated by Ploomes at the time of contracting, the amount corresponding to this minimum will be charged.
Reactivating a User
While it's not possible to delete users from Ploomes, you can reactivate all users that have been deactivated at some point.
To find all inactive users, simply access the User Table and open the "Inactive Users" tab. This will allow you to find the user you want to reactivate and proceed with the action, similar to the deactivation process.
⚠️ Important: When you reactivate a user, they will be included in the monthly account fee again.