When a team member leaves or no longer requires access to Zocks, there are two offboarding options: Deactivation and Deletion. Each serves a different purpose and has different consequences.
Deactivate User (Recommended for most cases)
Deactivation is designed for firms that want to retain historical data without continuing to pay for the seat.
What happens when a user is deactivated?
Access and permissions
– The user’s role is changed to Deactivated
– All permissions and roles are removed
– Login access is permanently disabled
Seat and billing
– The seat is released
Integrations
– All connected integrations are disconnected
Data retention
– Past meetings and contacts remain in the system
– Data stays available for reporting and compliance
Optional successor handling
During deactivation, you can grant other team members access to the user’s past meetings and contacts.
They can view and edit the data, but ownership does not transfer.
Sharing settings can be modified later.
Important: Deactivation is a one-way operation. A deactivated user cannot be reactivated. They can only be permanently deleted.
When to use Deactivation
– Employee leaves the firm
– Retaining historical reporting continuity
Delete User (Permanent removal)
Deletion permanently removes the user and their associated data.
What happens when a user is deleted?
Access
– Account is permanently disabled
– Action cannot be undone
Data removal
The following will be permanently deleted:
– All associated meetings and notes
– All associated contacts and client information
Deletion is irreversible.
A system warning suggests using Deactivation instead if you want to keep past meetings and contacts accessible.
When to use Deletion
– Data must be permanently removed
– Compliance requires full erasure
– User was created in error
How to Offboard a User
Navigate to Team Members
Click the three-dot menu next to the user
Select Deactivate or Delete
Confirm the action
If unsure, choose Deactivate to retain historical data and maintain compliance continuity.