Add and Deactivate Users

Article author
Brandan Blevins
Updated

Overview

Add or deactivate users in Apollo any time your team grows or changes.

Admins have a robust set of controls and permission profiles to limit what each new user can do in Apollo. This ensures that everyone on your team has the appropriate level of permissions to succeed based on their role.

 
Admins Only

To make changes to users and their roles, you'll need an admin account in Apollo.

The following sections explain how to add, deactivate, and reactivate users.

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Add Users

To invite new users:

  1. Launch Apollo and click Settings > Users.
  2. Click New User.

The New User button is highlighted at the top-right

  1. Select a permission profile, then enter the email addresses of the people you want to add. Click Send Invites.

The invite your team opton is set to SDR east coast team with 4 people's email addresses entered

  1. Apollo will send email invites for new users to create their account. They'll click Accept Invitation to set up a new login or sign in with your organization's single sign-on credentials.

An example user invite shows the Accept Invitation button highlighted

Newly created accounts appear in Users.

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Deactivate Users

If a teammate leaves your company, deactivate their user account. You should also unlink their mailbox and reassign any scheduled emails to another mailbox. Otherwise, Apollo will mark scheduled emails from deactivated accounts as Not sent.

To deactivate a user:

  1. Launch Apollo and click Settings > Users.
  2. Click ... next to the person that you want to deactivate, then click Deactivate.

Deactivate user button is highlighted beside a user named Jarrod Manning

  1. Click Deactivate to confirm.

The user is now deactivated. To complete offboarding, unlink their mailboxes and reassign scheduled emails to another teammate's mailbox.

 
Making plan changes?

Deactivating a user doesn't affect your Apollo subscription or plan. If you need to reduce the number of seats on your plan, you must manage your subscription in Apollo.

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Reactivate Users

To reactivate a user:

  1. Launch Apollo and click Settings > Users.
  2. Click ... next to the person that you want to reactivate, then click Reactivate.

Reactivate the user.

  1. Click Reactivate to confirm.

Your teammate's account is now reactivated and has access to Apollo.

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