Archive and reinstate clients

A client is ending their engagement with you, or they’re paused for a quarter while their security budget gets sorted out — and you want them off your billing, out of the phishing rotation, and not consuming training licenses, without losing the history you’ve built up. Archive is the soft-delete that does all of that and is fully reversible.

Where this lives

Open the partner menu → Danger Zone. The page lists every active client at the top with an Archive button per row, and any archived clients at the bottom with a Reinstate button.

You’ll need

A partner-level admin role. Danger Zone is partner-only — client-scoped admins don’t see it.
The exact client name. You’ll be asked to type it as a confirmation; copy-paste from the row if it’s a long name.

What archive does (and doesn’t do)

When you archive a client:

Users are removed from active rotation — they stop receiving training emails, phishing tests, breach notifications.
Training is disabled — in-progress courses pause where they are.
Phishing simulations stop — they drop out of the automatic rotation immediately.
Dark web monitoring stops — no new scans, no new alerts.
Reporting stops — no scheduled monthly bundle, no manager / training reminder emails.
Billing stops counting them — the client doesn’t appear in your usage / billing report from that month forward.

What’s preserved:

All historical data — phishing results, training completions, breach hits, audit trail, configuration. Nothing is deleted.
The client’s name and tenancy — they appear in the Archived Clients section below the active list, available to reinstate at any time.
Past billing records — historical invoices are not erased; only future billing stops.

Archive a client

Open Danger Zone from the partner menu. The header reads “Danger Zone — Destructive actions that affect your organization”.
Find the client. The active list is alphabetical. Use the search bar at the top if you have many clients — it filters both the active and archived lists simultaneously (case-insensitive).
Click Archive on the client’s row. A confirmation modal opens: “Archive <client name>?” with a paragraph summarizing what gets disabled.
Type the exact client name into the confirmation field. Capitalization matters — the modal shows the canonical name in monospace just above the input. The Archive button stays disabled until what you typed exactly matches.
Click Archive Client. The button changes to “Archiving…” while the request fires. When it returns, the modal closes, the client moves out of the Active list, and an Archived Clients section appears at the bottom with the client now visible there.

Reinstate a client

Open Danger Zone. Archived clients live in the Archived Clients section at the bottom.
Find the client. Use the search bar if the archived list is long — it filters both sections.
Click Reinstate on the row. The confirmation modal opens with the reinstate-specific copy: “This will restore all users and re-enable training, phishing, breach monitoring, and reporting services for this client.”
Type the exact client name in the confirmation field — same drill as archival.
Click Reinstate Client. The client moves back to the Active Clients list above. Users come back into rotation on the next sync.

You’ll know it worked when

Archive — the client moves from Active Clients to Archived Clients at the bottom of the same page. They no longer appear in your partner overview, scheduled reports stop landing in your inbox, and the next monthly billing run excludes them.
Reinstate — the client moves back to Active Clients, users resync, and the client starts appearing in your overview and reports again. The first scheduled phishing test resumes on the next normally-scheduled run, not immediately.

Frequently asked

Can I archive a client temporarily — say, for a quarter while they’re paused on the engagement? Yes — that’s the design. Archive doesn’t destroy anything; it just stops the meter and removes them from active surfaces. Reinstate when they come back. There’s no penalty for going back and forth.

What happens to in-progress training at the moment of archival? Courses pause where they are — completion progress isn’t lost, due dates are effectively suspended. When you reinstate, users pick up exactly where they left off, with new due dates calculated based on when the reinstatement happened.

Will an archived client still appear in historical reports I generated last month? Yes — past reports aren’t rewritten. If you pull an archived client’s data via the Reporting API or look at the Report Archive, historical entries still surface their data as it was at the time of generation.

Are billing records erased when I archive? No. Historical billing is preserved — past invoices still show the client, you can still pull reports that include them for the period they were active. Future billing simply stops including them from the archive date forward.

Can I permanently delete a client? Not from the dashboard. Archive is the supported soft-delete; permanent deletion (data wipe) is rare and goes through our support team — typically only for contractual / GDPR-style data deletion requests. Contact our support team if you need this.

The reinstate confirmation asks for the client name. What if I’ve forgotten how I named them? The archived row shows the canonical client name. The confirmation modal also shows the name in monospace right above the input, so you can copy-paste from there.

A user from an archived client emailed me asking why their training disappeared. That’s expected — they’re out of rotation, the learning portal won’t show them assigned courses. Either reinstate the client (if the archive was incorrect), or explain that their security awareness training is paused while their organization isn’t actively engaged with you.

Does archive remove the client from my Reporting API responses? Yes — archived clients are excluded from API responses by default. If you specifically need to read historical data for an archived client through the API, contact our support team — we can talk through options.

I archived the wrong client. How do I roll back? Reinstate from the same Danger Zone page. The reinstate is atomic — users return to rotation on the next sync, training resumes, scheduled reports start again. Nothing was lost.

Add your first client — the create path; archive is the inverse.
Sync users — when you reinstate a client, the user sync runs again before they’re back in active rotation.
Partner-level settings — where every other partner-wide control lives. Danger Zone is the most destructive surface; partner settings cover the everyday ones.