Deactivating a user allows you to store their data but ensure that they no longer have access to Lattice.

To deactivate a user within Lattice, an Admin can follow these steps:

Step 1: Under the "Admin" Panel, navigate to the "People" section

Step 2: Search for the user you would like to deactivate by searching their name or scrolling down to find them

Step 3: Click on the ellipses to the right of the user's name

Step 4: From the drop-down menu, click "Deactivate user"

After deactivating the user, you'll find them in the "Deactivated" section under "People." 

When deactivating a user, the following happens:

  • The user will be removed as a department head (if applicable)
  • The user will be removed as a direct report of their manager (if applicable)
  • The user will be removed as a manager of their direct reports (if applicable)
  • The user will be removed from all teams
  • 1:1 relationships will be marked as inactive, but the agendas and notes will be accessible for any user that had a 1:1 with the deactivated user¬†
  • If the user is the sole owner of a goal, the goal will automatically end and will be given the status of incomplete. If you would like to learn more about goal statuses check out this help center article.

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