How Do I Disable or Remove a Loopio User Account?

From your Admin page, you can disable a User's account at any time. 

Once a User's account is disabled, they will no longer have access to Loopio. A disabled User account can be enabled again by changing their Status to Enabled. They will then receive a new activation email.

In most cases, disabling a user is enough: it revokes their access right away and can be reversed later. If you need to erase a user's personal data for compliance reasons, like a GDPR request, you can also remove a user from Loopio.

Disabling and Re-Enabling Loopio User Accounts

Disabling a Single User Account

1. Click Admin in the top navigation
2. Select User Management
3. Click Users
4. Click the name of the User whose account you want to disable
5. At the top right of the panel that opens, click Actions
6. Select Disable User
   
7. Click Disable User on the warning that appears
   

Disabling User Accounts in Bulk

1. Click Admin in the top navigation
2. Select User Management
3. Click Users
4. Use the checkboxes on the left to select the Users whose accounts you want to disable
5. At the top of the screen, click X Selected
6. Select Disable Users
   
7. Click Disable Users on the warning that appears
   

Re-Enabling a Disabled User Account

1. Click Admin in the top navigation
2. Select User Management
3. Click Users
4. Change the filter on the left to Disabled or search by the user's name
5. Click Apply Filters
6. In the list, click the name of the User whose account you want to disable
7. At the top right of the panel that opens, click Actions
8. Select Enable User
9. The user will remain in Pending status until they enable their account

Do Disabled User Accounts Count Towards Our Total Number of Licenses?

No. Disabled Users do not count toward your total number of Licenses. To provide you with more flexibility, we allow you to change your list of active Users anytime.

Only Enabled and Pending Users will count toward your total number of Users. 

Will the Work of a Disabled User Be Saved?

All work will be saved in Loopio, even after a User has been disabled. This allows you to maintain consistent records and a full history of all of your RFP content.

When a User is disabled, you’ll still have full records of all the work they completed, and they’ll still be visible within all History records. Disabled Users cannot log in to Loopio to complete any future work.

Removing Loopio User Accounts

Removing a Single User Account

1. Click Admin in the top navigation
2. Select User Management
3. Click Users
4. Click the name of the User whose account you want to disable
5. At the bottom left of the panel that opens, click Remove User
   
6. Click Remove User on the warning that appears
   

Removing User Accounts in Bulk

1. Click Admin in the top navigation
2. Select User Management
3. Click Users
4. Use the checkboxes on the left to select the Users whose accounts you want to remove
5. At the top of the screen, click X Selected
6. Select Remove Users
   
7. Click Remove Users on the warning that appears
   

Will the Work of a Removed User Be Saved?

All work will be saved in Loopio, even after a User has been removed. This allows you to maintain consistent records and a full history of all of your RFP content.

Removed users show up as "Deleted User" wherever they're referenced across the product, including reports, and your Library and Project history. If you've removed multiple users, each one appears as its own separate "Deleted User" entry in reporting and reporting filters, not combined into one.