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Reactivating an inactive/deleted relative


OlayaTapestrySupport
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This tutorial will explain, step by step, how you can restore a relative profile that has been made inactive or is awaiting deletion. We will explain how to do this for one relative at a time and various relatives in bulk.

If you are unsure about what status the relative profile is in - either inactive or awaiting deletion - I will show you how to find this out a bit further down. 

Please note that if the account was marked as awaiting deletion over 90 days ago, the account will not be retrievable.

However, first of all, let me take you to the corresponding screen for either case: go to Control panel (1), and then click on 'Manage Relatives' (2).

Once here, go to filter & sort relatives (3) in order to filter the displayed list for 'inactive' or 'awaiting deletion' profiles.

manage relative.png

 

You will then have to change the 'status' to either 'inactive' or 'awaiting deletion' and then press 'submit'.

If you already know the account's status - this is, if they are either 'inactive' or 'awaiting deletion' -, you can filter accordingly straight away.

If you do not, you will have to filter through one status first and check if you can find their profile there. If you do not see the name appear there, you will have to change the filters to the other status, and check the list again. 

 

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We'll start by looking at how to reactivate individual relatives who are inactive or awaiting deletion. To skip to the section on reactivating relatives in bulk, click here.

 

1) How to reactivate inactive/awaiting deletion relatives one at a time.

For inactive profiles, you can either search through the list or type the relative's name or email address in the search bar (1). Once found, click on the cog (2) and then select 'make active' (3).

 

image.png

 

 

For awaiting deletion profiles this works exactly the same - you will only need to make sure that the filters are set up for this type of account status. 

 

2) How to reactivate inactive/awaiting deletion profiles in bulk.

To bulk reactivate inactive accounts, please filter through your manage relatives list by 'inactive' accounts (1) and tick the boxes (2) of those profiles you'd like to reactive. Then, from the drop down menu, select 'make active' (3) and press 'go' (4).

 

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You will then be able to choose between making active or doing nothing:

 

image.png

 

 

Once active, relatives will be able to login to their account again using their original login details. If they do not remember their password relatives will be able to request a reset password email by following the steps on this tutorial here in order to regain access to Tapestry. 

To bulk reactivate awaiting deletion relatives, please filter your relatives through 'awaiting deletion', tick the boxes by the corresponding profiles (1), select 'restore' on the drop down menu that will pop up at the bottom of the screen (2) and click on 'go' (3).

The reason why you should select 'restore' instead of 'make active' is because you will not be able to 'make active' those profiles that were not active to begin with. I will go into more detail on this further down the tutorial.

 

 

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You'll be taken to a page that will give you the options to restore to active, inactive, not activated or do nothing. 

 

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As mentioned before, the restoration options will depend on the account status each profile held before they were made inactive or marked for deletion:

  • For accounts that were active: You will be given the option to either restore to active or to inactive. This is entirely up to you and will depend on whether you prefer the relative to have access straight after you have restored their account or not.

If you restore them to active, relatives will be able to login to their account again using their original login details. If they do not remember their password relatives will be able to request a reset password email by following the steps on this tutorial here in order to regain access to Tapestry. 

If you restore them to inactive, relatives will not be able to access their account or request a reset password email until you have reactivated their account following the steps indicated above.

  • For accounts that were activating or not activated: You will be given the option to either do nothing or restore them to not activated.

Please note that activating profiles are those for which you had initiated the activation process by sending and activation email but were marked for deletion before the relative had the chance to follow up the activation link and activate their account. 

Not activated accounts are those profiles that had been added to the Tapestry account, but for which the activation process was not initiated before marked for deletion.

Please, find more information on account status here.

Once the selected relatives have been restored to 'not activated', you will be able to retry their activation by going to control panel > manage relatives > filter & sort > changing the status to 'not activated' (1) > selecting those relatives you'd like to send an activation email to (2) > clicking on retry activation on the drop down menu (3) > go (4).

 

image.png

 

 

You will then be asked whether you'd like to 'do nothing' or 'send (activation) email'. Once you are happy with your choice, please click on 'send activation email'. This will change their status to activating

 

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An email containing and activation link will be issued to the relatives' email addresses (please make sure these are correct before initiating the bulk reactivation process) so parents can set themselves up with a password of their choice and gain access to Tapestry.

Please note that activation emails are only valid for 30 days, and that these might end up on the spam/junk folder, so do advise your relatives of the email having been issued.

If relatives do not activate their accounts on time you will be notified of this and you can retry their activation again by following the same steps as indicated above. Please note that if this happens the accounts will change to not activated, so you will have to filter through this status.

I hope this was all clear - however, if you still have any doubts or queries, please do contact us on customer.service@eyfs.info.

 

Go back to Main Tutorials Page

 

 

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