Add, Deactivate, and Reactivate Users

Article author
Eric Zrinsky
Updated

Overview

 
Administration Privileges Required

In order to make changes to users and their roles, you must have Administration account privileges. Please refer to the User Role Guide if you have questions about permission levels.

Apollo provides a robust set of controls to limit who can undertake which actions within the platform. This gives you the ability to employ the principle of least privilege for your team to make sure that everyone can undertake the actions they need in order to be successful without burdening them with the things they don't need. The sections below provide high level instructions on how to add users to your Apollo account, deactivate users, and reactivate previously deactivated users.

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Add Users To Your Apollo Account

Launch Apollo and click Settings.

Click Users.

Click + New User.

Add the new user's First Name, Last Name, Title, and Email to the appropriate text boxes.

Select the user's Permission Profile from the drop down.

If applicable, select the user's Territory and Team from their respective drop downs.

When you're finished, click Create.

The user is now created.

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Deactivate Users In Your Apollo Account

 
Saying Goodbye to a User?

Please note, if a user leaves your company and you want to revoke their access to your Apollo instance, you must deactivate them from your Apollo account and unlink their mailboxes. For more information about how to unlink a user's mailbox, refer to the Unlink A User's Mailbox From Your Apollo Instance article.

Launch Apollo and click Settings.

Click Users.

Click the additional options (...) button next to the user that you want to deactivate.

Click Deactivate.

In the new modal, click Deactivate again to confirm that you want to deactivate this user or Cancel to return to the "Current User" screen.

The user is now deactivated.

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Reactivate Users In Your Apollo Account

Launch Apollo and click Settings.

Click Users.

Click the additional options (...) button next to the user that you want to reactivate.

Click Reactivate.

In the new modal, click + Reactivate to confirm that you want to reactivate this user or Cancel to return to the "Current User" screen.

The user is now reactivated.

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