On the Free plan, you control who can sign in to oboloo by activating and deactivating users. On a paid plan, you do this with Licences instead: see Assign and Revoke Licences (Paid Plans Only).

Before you start

Only users whose role has Edit access to Users can activate and deactivate users. To check your access, see Viewing Your Access Rights. The user must already exist in oboloo. To add someone new, see Add a New User.

Deactivate a user

Open Settings > Users

The Status column shows whether each user is Active or Inactive.

The users table in Settings > Users
The users table in Settings > Users

Click the user

Their user record opens.

Open the Licence & Plans tab

The Activate User or Deactivate User button is on this tab.

Click Deactivate User

The red Deactivate User button
The red Deactivate User button

Click Confirm

In Change User Status, click Confirm. The user's status changes to Inactive and a red banner appears on their record.

An inactive user's record
An inactive user's record

Activate a user

Open the user's record

Go to Settings > Users and click the user.

Open the Licence & Plans tab and click Activate User

The Activate User button
The Activate User button

Click Confirm

In Change User Status, click Confirm. The user's status changes to Active.

What happens next

  • When you activate a user: they're emailed to say they now have access, with a link to set their password, and they can sign in.

  • When you deactivate a user: they're emailed to say their access has been removed. They can't sign in, and if they're signed in they're stopped at their next action with the message User is inactive.

  • Their records: deactivating someone doesn't change the records they own or manage. Check their Assigned Records tab and hand their records to someone else. See Viewing a User's Assigned Records.

💡 Note: If your account moves from a paid plan to the Free plan, users who were active stay active. Deactivate anyone who no longer needs access.

Troubleshooting

I can't see the Activate User or Deactivate User button

The buttons only appear on the Free plan and during the free trial. On a paid plan, use Assign Licence and Revoke Licence instead. They never appear for the Primary User, who can't be deactivated. See Understanding the Primary User.

An activated user hasn't received the email

Ask them to check their spam or junk folder. If it still hasn't arrived, ask them to use Forgot Password? on the login page to set a password.

A user sees "User is inactive" when they log in

Their account has been deactivated. Open their record, go to Licence & Plans and click Activate User.

Related articles

📌 Need Further Help?
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.