How to Activate and Deactive users in Zoho CRM

1. Log in to Zoho CRM as an Admin.
2. Go to Setup > General > Users.
3. On the Users page, select the Active Users view.
4. Tick the checkbox next to the user or users you want to deactivate.
5. Click Deactivate and confirm.

The user moves to the Inactive Users list, and a system generated email lets them know.

What happens when you deactivate a user

• The user loses access to Zoho CRM and cannot log in.
• Their CRM data and records are retained.
• You can reassign their user licence to someone else.
• Your licence count stays the same, so you are still billed for it unless you reduce your total licences in Zoho Subscriptions.

How to activate a user again

1. Log in to Zoho CRM with Admin rights.
2. Go to Setup > General > Users.
3. On the Users page, switch to the Inactive Users view.
4. Tick the checkbox next to the user or users you want to activate.
5. Click Activate.

The user regains access, and a system email notifies them of the reactivation.

Tips

• Deactivate users rather than delete them if you might reassign or restore their account later.
• Transfer record ownership before deactivating a user, to avoid gaps in your data.
• Reduce your licence count in Zoho Subscriptions if you want to lower your billing.
• Use the Inactive Users view to keep track of deactivated accounts.