If you want to prevent a user from accessing their Fello account, you have two options: either delete their user profile from Fello, which is permanent, or suspend them instead.
🗒️ Note: Suspending a user removes their access to Fello while preserving historical data. This helps you resume in-progress deals and monitor for signs that a former user may be engaging with your purchased/acquired leads. These features will be available in the near future via a new section called Revenue Recovery in the Property Intelligence report.
To suspend a user in Fello:
- Go to Settings > User Management.
- Click the 3-dot icon near the user that you want to suspend.
- Select Suspend User.
- Click Suspend User to confirm in the pop-up that appears.
If the user that you're about to suspend has contacts assigned to them, then this pop-up will contain the following options to help you decide what to do with those assigned contacts:
Action for Assigned Contacts:- Delete Contacts: The assigned contacts will be deleted.
- Reassign to Another User: You can select another user to whom you want to assign these contacts.
- Keep Contacts Unassigned: The assigned contacts will remain in your account without being assigned to anyone.
🗒️ Note: Suspended users do not count towards your Fello plan's user seat limit.
After you suspend a user, they will immediately lose access to their Fello account. If you want to restore their access, you can set them back to Active at any time. Here's how:
- Go to Settings > User Management.
- Click the 3-dot icon near a suspended user.
- Select Set as Active.
- Select the role that you want to set for this user under Access.
- Click Set as Active.
Now, the suspended user can access their Fello account again.