How to Add, Deactivate, and Reactivate Users in Daylite

Add, deactivate, and reactivate Daylite users. Deactivating vacates a seat but doesn't reduce your bill — remove the seat separately before your next renewal.

Daylite lets you invite new users, remove people who no longer need access, and add them back if they need access again.

Key facts:

• You're billed per seat, and each active user occupies one — a vacant seat is still billed
• Only Account Owners can add, activate, or deactivate users
• Users can't be deleted, only deactivated

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How to Add a New User to Daylite

You'll start in Daylite and finish in your online account.

1. Log into Daylite as the Account Owner
2. Choose Daylite > Settings > Users & Teams
3. Click + in the lower-left corner, then click Go to My Account to open your account in a browser
4. Click Invite New User
5. Enter the email address for the new user
6. Click Send Invitation

If no seats are available, you'll need to purchase an additional seat or deactivate an existing user before you can invite someone new.

The user receives an email with a link to set up their account, create a password, and install Daylite.

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How to Deactivate a User in Daylite

Users can't be permanently deleted from Daylite. Deactivating removes their access while keeping their work in your database.

1. Log into Daylite as the Account Owner
2. Choose Daylite > Settings > Users & Teams
3. Select the user you want to deactivate
4. Click Deactivate User, then click Go to My Account to open your account in a browser
5. Under Active Users, find the user and click Deactivate
6. Confirm the deactivation

What happens after deactivation:

• The user is signed out and can no longer log in
• Their contacts, notes, opportunities, and appointments stay in your Daylite database, still visible to your team
• The local copy on their own devices is removed the next time they open the app and sync
• Their seat becomes available for someone else

Deactivating vacates the seat but doesn't change your bill. To stop paying for it, remove the seat as well.

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How to Remove a Seat From Your Subscription

If you don't plan to fill a vacant seat before your next renewal, remove it to avoid being charged for it.

1. Log into Daylite as the Account Owner
2. Choose Daylite > Settings > Account & Subscription
3. Click Manage Account
4. Select Subscription
5. Click Remove Seat

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How to Reactivate a User in Daylite

Reactivating restores a user's access. They'll be able to sign in and sync their Daylite data as before.

1. Log into Daylite as the Account Owner
2. Choose Daylite > Settings > Users & Teams
3. Select the user you want to reactivate
4. Click Activate User, then click Go to My Account to open your account in a browser
5. Under Inactive Users, find the user and click Activate
6. Confirm the activation

If no seats are available, purchase an additional seat or deactivate another user first.

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Frequently asked questions

Does deactivating a user delete their data?

No. Everything they created, contacts, notes, opportunities, appointments etc. stays in your Daylite database and remains visible to your team. Only the copy on their own devices is removed when they next open the app and sync.

Will deactivating a user lower my bill?

Not on its own. Deactivating vacates the seat so you can assign it to someone else, but you're still paying for that seat. Remove it before your next renewal to stop being charged.

Can I permanently delete a user from Daylite?

No. Users are deactivated rather than deleted, which keeps their history intact and their records correctly attributed.

Can I give a deactivated user's seat to someone else?

Yes. Once a user is deactivated their seat becomes available, and you can invite a new user or reactivate a previous user at no additional cost.

What happens to a deactivated user's tasks and appointments?

They stay assigned to that user. Reassign anything that needs an active owner.

Why can't I see the option to add or deactivate users?

Only Account Owners can manage users. If the options aren't there, you're signed in as a regular user — ask your Account Owner to make the change.