Admin User Functions

Removing and Re-adding 1Stream Users

This article will provide a walkthrough on how to remove and re-add users in the 1Stream platform.

Removing a User

  1. Log into the 1Stream Portal.
  2. Go to the Administration menu.
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  3. Choose the Manage Organization option. The page will refresh. 
  4. Scroll Down to the CRM User Mappings section.
  5. Click on the desired account's username. The Edit a User pop-up will appear. UU2
  6. Scroll down to Status. The Active option will be selected.UU4
  7. Click on the Inactive button. 
  8. Click the Save button.

The desired user will then be listed as deactivated will be removed.

Re-Adding a User

Re-adding an inactive user is a different process from adding a new user. If you are looking to add a new user completely from scratch, please see our Managing Users in 1Stream article. 
  1. Log into the 1Stream Portal.
  2. Go to the Administration menu.
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  3. Choose the Manage Organization option. The page will refresh. 
  4. Scroll Down to the CRM User Mappings section.
  5. Click on the Show Inactive Users link. The Inactive Users pop-up will appear. uu7
  6. Click on the Checkbox in the Activate column to select the desired users. uu8
  7. Click on the Activate Users button. The reinstated users will then be listed under the CRM User Mappings section.