Actions on Users Work Area

You can activate, deactivate, and delete a user from the Users work area. You can change the package or tier purcahsed for the users from the Actions. If you wish, you can send a welcome sms and generate activation code for the users.

Activating Users

To activate users, follow these steps:

1. From the Users menu, select the checkboxes next to the name of the users.
2. From the Actions drop-down, select Activate.
3. An activation confirmation message displays. Click OK to continue the activation.
   OR
   Click Cancel to cancel the action.

Deactivating Users

To deactivate users, follow these steps:

1. From the Users menu, select the checkboxes next to the name of the users.
2. From the Actions drop-down, select Deactivate.
3. A deactivation confirmation message displays. Click OK to continue the deactivation.
   OR
   Click Cancel to cancel the action.

Deleting Users

To delete users, follow these steps:

1. From the Users menu, select the checkboxes next to the name of the users.
2. From the Actions drop-down, select Delete.
3. A delete confirmation message displays. Click OK to continue the deletion.
   OR
   Click Cancel to cancel the action.

Changing Package or Tier for the Users

A customer can change the package that user has subscribed. Make sure that you have enough license available to change the package.

To change the package for the users, follow these steps:

1. From Users work area, select the check boxes next to the users whose package you want to change.
2. Select the checkboxes next to the Users and click the Actions drop-down.
3. If you have purchased Safeguard package and want to downgrade to Collaboration then select Change to Collaboration.
   Or
   If you have purchased Collaboration package and want to downgrade to safeguard then select Change to Safeguard.
4. A confirmation message displays. Click OK to continue the change.
   OR
   Click Cancel to cancel the action.

Generating Activation Code

To generate activation code for the Tablet users, follow these stes:

1. From the Users menu, select the checkboxes next to the name of the users.
2. From the Actions drop-down, select Generate Activtion Code.
3. A confirmation message displays. Click OK to generate the activation code.
   OR
   Click Cancel to cancel the action.