Overview

This article provides a step-by-step guide on how to archive a user in PostBeyond, which is an alternative to deletion that allows for the retention of user records while removing them from analytics and communication groups. It covers the process from selecting the user to saving the changes, and also addresses the scenario where a user is in the 'Invited' stage and needs to complete registration before archiving.

 

Information

Rather than deleting a user, PostBeyond allows you to "archive" them so they no longer appear in the analytics or communication groups. Archiving allows you to retain a record of the user if you need it, but it can be considered very similar to deleting them.

 

In this article, we will go over how you can archive an individual user. If you are interested in archiving many users at once, please see Bulk Archive Users .

 

 

Step 1: Select 'Team'

 

 

Step 2: Select the pencil icon next to the user you wish to archive

When you hover over the user's name, a pencil icon will appear. Click on this icon to proceed.

 

 

 

Step 3: Change the user status from 'Registered' to 'Archived'

To update the status of a user in the system from 'Registered' to 'Archived', follow the instructions provided. This process is essential for maintaining an accurate record of active and inactive users.

 

 

Step 4: Generate Password - If the User Status was in the 'Invited' stage

If the user was not fully registered and was still in the 'Invited' stage, they would need to complete the registration process before they can be archived.

Generating a password for the user facilitates this process by advancing them through the necessary registration steps.

 

 

 

Step 5: Select 'Save Changes'

After making the necessary adjustments or entering the required information, ensure to save your changes to preserve your work.

 

 

Helpful Resources

Here are some resources to help you get started and make the most of your PostBeyond experience.

• Getting Started with PostBeyond!
• Use These Email Templates to Launch Your PostBeyond Program
• Sign Up for PostBeyond Platform Training!

 

 

FAQ

What does archiving a user in PostBeyond accomplish?

Archiving a user in PostBeyond removes them from analytics and communication groups while retaining their record in the system, effectively making them inactive without permanently deleting their information.

Can I archive multiple users at once in PostBeyond?

Yes, for archiving multiple users at once, PostBeyond provides a 'Bulk Archive Users' option. Please refer to the relevant section or article for detailed instructions.

What should I do if the user I want to archive is still in the 'Invited' stage?

If the user is in the 'Invited' stage, you need to generate a password for them to complete the registration process before they can be archived.

Is it necessary to save changes after archiving a user?

Yes, after changing the user's status to 'Archived' or making any other adjustments, it is crucial to select 'Save Changes' to ensure that the modifications are applied and preserved.

Who can I contact if I need further assistance with archiving users in PostBeyond?

For additional support, you can reach out to PostBeyond's support team via email at support@postbeyond.com.