How to activate and deactivate users

An active user is anyone who has booked a meeting, received a meeting or logged into the app within the last 30 days. 

An admin can enable these users prior, but users who log in to the app are automatically marked as active if you have an additional license for them.

For information on adding new users to Chili Piper, see this related article.

Active Users

In order to activate and deactivate users, you can do so under Users from the Admin Center. This will open our Active Users page:

From this active users screen, you can provide users with a Spicy or Hot license under "Instant Booker" which will allow them access to those types of workspaces:

The total number of available licenses you have will be displayed under the dropdown when you click the Instant Booker license type on any user. 

To "deactivate" a user, simply set their Instant Booker license type to "Free". Note that in some cases you will need to have an existing Free workspace in order to store these deactivated users. A popup message will appear to confirm the adjustment:

While a "free" license user will be deactivated from all workspaces and any queues they are in, they will still be able to use their personal booking link to book meetings if they have an active calendar connection, and those bookings will still update information in your CRM.

To fully delete a user and prevent them from using Chili Piper, please consider also revoking their calendar and CRM access.