Deactivate, remove or change a user's password

Where to find it

In your account menu, under Users, in the ⋯ menu on the person's row: Change Password, Deactivate (or Activate) and Remove. You do not see Deactivate or Remove on your own row.

Deactivate: the right way to take away access

Deactivate asks for confirmation ("The user will not be able to log in.") and cuts access immediately. The person can no longer get in through the site or the WhatsApp link.

There is no change to the following:

• Quotes, orders and conversations stay where they are, with the name of whoever made them. History is not rewritten.
• Roles and stores stay recorded. Activate gives the access back exactly as it was.
• The customers in a deactivated seller's portfolio stay assigned to them.

⚠️ A seller who leaves: use Sellers, not just Deactivate. Deactivating does not touch the portfolio. To remove a seller and hand their customers over, use the trash can on their row in Sellers: it asks where the portfolio goes. See Register sellers and assign customers.

⚠️ Deactivating applies to all of Vendria, not just your company. There is only one account. If the person also buys from another supplier that uses Vendria, they lose that access too.

Remove: what actually happens

The Remove window warns "This action cannot be undone", but today Remove does not delete the account: it deactivates the person, the same way as Deactivate. Links, documents and history stay. The person stays in the list, marked Inactive, and Activate brings them back.

The same cautions apply: deactivation reaches the whole account, and a seller's portfolio does not move by itself.

Removing a buyer from a single customer

If the buyer left that customer but still buys through another, do not deactivate them. In Customers, open the customer, go to the Buyers tab and use Unlink on their row. This removes only the link to that customer; the account and the other links stay intact.

Changing someone's password

1. In the row's ⋯ menu, click Change Password.
2. Type the New Password and repeat it in Confirm password, with at least 6 characters.
3. Click Save.

Saving the new password ends the person's open sessions on any device and invalidates the sign-in links they had received over WhatsApp and not yet used. It is the right move when an access has leaked.

For a buyer, the same exists in the customer profile, Buyers tab, under Reset Password.

Agree on the new password with the person through a channel of your own: Vendria does not send the password to them.

Who can do what

• Someone with the Company owner or Company Admin role can only have their password changed, be deactivated or removed by the Owner. For other administrators, these options do not appear on the row.
• The Store Admin only reaches people in their own stores.
• Nobody deactivates their own account.

When it goes wrong

"The company needs at least one active owner": you tried to deactivate or remove the last Owner. Give the role to someone else first.

"This user is the only Partner of: ...": the person is also the only Partner of a rep agency, and deactivating them would leave that team without a lead. Ask the rep agency to promote another Partner first.

"This user is a Partner of: ..., which also serves other organizations": who chooses the lead of that rep agency is the agency itself. If what you want is to end the relationship with it, use End mandate in the rep agency's profile.

"User not found." when deactivating, activating or changing the password: these actions look for the person in the store you are working in at the moment. Switch to one of the person's stores and repeat. For a buyer, deactivate with Remove and change the password in Reset Password, on the Buyers tab of the customer profile.

"Passwords do not match": the two password fields are different.

"This account has its own access on the platform..." when resetting a buyer's password: the person is also on the team of some company, and that password cannot be changed through the customer profile.