Overview
As we describe in our People Overview article, People or person records are at the heart of the Element451 platform.
This article will explore the various methods for adding and removing user records and provide instructions for deleting or deactivating a user.
You can find a complete list of your records in the People module by navigating to Contacts > People.
Manually Adding a User
Navigate to Contacts > People
Click the + sign in the toolbar. The "Add New User" form will open.
Complete as many fields as possible to complete the record.
Importing Users
Are you looking to bulk import records? You can import a large number of records into Element using the import feature under Data + Automations > Import/Export > Import. Click here to learn more.
Adding a User from a Segment
As you are creating, searching through, and using segments, you might find that you need to add a person's profile to the system. You can do this directly from a segment. Click here to learn more.
Removing and Deactivating a User
⚠︎ Important: When deleting a user, it is permanently removed from Element451 along with all information related to the user. For data retention purposes, it is recommended to deactivate instead of deleting unless it is absolutely necessary.
Deleting a User
Deleting a user from Element451 will permanently remove the person and their data from the system.
Navigate to Contacts > People
Locate and open the person that you wish to delete.
Click on the settings icon (gray person silhouette with gear) in the upper right of the screen.
Click delete user.
You will be prompted to confirm deletion. If you are sure, click Confirm.
Deactivating a User
Deactivating a user in Element451 will stop the person from receiving emails and other communications and appearing on event attendee lists. Their data will, however, be preserved in the system.
⚠︎ Important: In addition to deactivating a user, it's essential to also remove them from any Workflows + Rules. This step is necessary because users assigned to automations, such as tasks or territories, will continue receiving assignments even if their status is inactive.
Navigate to Contacts > People
Locate and open the person that you wish to deactivate.
Click on the settings icon (gray person silhouette with gear) in the upper right of the screen.
Click deactivate user.
You will be prompted to confirm deactivation. If you are sure, click Confirm.
