When employees leave an organization, you may want to remove their system access while preserving historical reporting data. Placeholder users allow you to maintain references to former employees without granting them access to the platform.
What is a Placeholder User
A placeholder user is a user record that remains in the system but cannot log in.
Placeholder users are useful when a former employee:
- Was associated with customer records
- Appears in historical survey data
- Is referenced in reporting
Keeping the record ensures historical data remains accurate.
Why Placeholder Users Are Important
If a user is completely removed from the system, references to that user may disappear from reports.
Using a placeholder instead allows your organization to:
- Maintain reporting continuity
- Preserve historical relationships with customers
- Prevent data gaps in reporting
Convert a User to a Placeholder
- Navigate to Account>Team
- Select the user profile you want to modify
- Change the User Type or role to Placeholder
- Save the changes
Once converted, the user no longer has access to the platform but remains associated with historical records.
When to Use Placeholder Users
Use placeholder users when:
- An employee leaves the company
- Historical reporting must remain intact
- The user was previously assigned to customer records or survey data
Additional Questions? Please reach out to Listen360 Support via email at support@listen360.com