Deactivating a learner account whenever they leave an organization or just no longer need access frees up their license for future use, yet maintains the learner’s activity records. Deactivating learners in a timely manner is essential to keeping your database and number of licenses accurate.

Deactivating a learner is a two-step process that results with the learner existing only within the inactive team, and their account is deactivated. The first step ensures that they will not be pulled in on reports or assignments, and the second step frees up the active license they are using.

To deactivate a learner(s) via the Learner Draft:

1. Select Administration from the main menu
2. Select People from the sidebar menu and then select Learners
3. Check the box(es) next to the learner(s) that you want to make inactive
4. Select the Learner Draft tab
5. Select Actions then Deactivate Learners
6. Check the box Move learner(s) upon deactivation
7. Under Add to, select Inactive Learners Team as the destination
8. Under Remove From (optional), click Select All to remove from all other teams

9. Select Deactivate and Move

   Please note:  Clients using our Oracle or Workday Content Connectors may not have an inactive learners team. Moving the user in not necessary in those instances.

To deactivate a learner(s) via the Learner Profile page:

1. Select Administration from the main menu
2. Select People from the sidebar menu and then select Learners
3. Select the learner you wish to deactivate
4. From the Learner Profile page, select Actions
5. Select Deactivate Learner
6. Check the box Move learner upon deactivation
7. Add the learner to your Inactive Learners Team
8. Check the Select all checkbox to remove from all other teams

9. Select Deactivate and Move

   Please note:  Clients using our Oracle or Workday Content Connectors may not have an inactive learners team. Moving the user in not necessary in those instances.

To deactivate a learner(s) via Data Services:

1. Select Administration from the main menu
2. Select System from the sidebar menu and then select Data Services
3. Select Export
4. Select Export Type and select Learners
5. Select the Target Team
6. You will then receive an email with the export file
7. In the email, select the link and the export file will populate
8. Once you have downloaded the export file, change the active status for the learner(s) to FALSE
9. After you have changed the active status for all learners you want to deactivate to FALSE, save the file
10. Select Administration from the main menu
11. Select System from the sidebar menu and then select Data Services
12. Select Import
13. Select Import Type and select Learners
14. Select Target Team
15. Choose the file to upload
16. Upload
17. Note, depending on the size of the import, it will process at the top of the hour or during BizLibrary's daily import process
18. Note, if your import fails, check to ensure your import and export column headers and order match

To deactivate a learner(s) from the Learner page via Import/Export:

1. Select Administration from the main menu
2. Select People from the sidebar menu and then select Learners
3. At the top of the page, select Import / Export Learners
4. To get a list of existing learners, export a list of learners first
5. Next, select Import / Export Learners to download the import template
6. After both import and export files are open, ensure the columns on the export column match those on the import column
7. Edit the Active rows to False for any learners you wish to deactivate
8. Import the file, making sure to select the correct team to update
9. Click Import
10. Note, depending on the size of the import, it will process at the top of the hour or during BizLibrary's daily import process