Deactivate a User/Add Status Options

OVERVIEW:

Deactivating a User means they will no longer appear in personnel drop-down lists to other Users of the system. This also disables their User Account, blocking them from accessing the system in the future.

In addition to ‘Active’ or ‘Inactive’ status, you also can create additional, custom User status designations for personnel.

DEACTIVATING A USER AND DISABLING THEIR ACCOUNT

Deactivating a user means that the employee can no longer use their credentials to log into the system, or receive communications intended for their Communication Role. It also means they will no longer appear on personnel drop-down lists throughout the system.

STEP 1
• Click on Administrative Tools in the left menu
• Click the large icon in the Personnel Card
A In the Personnel list, find the User’s name, then double-click it to open their Employee Details screen

DeactivateUser-StatusOption-1

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STEP 2
A In the Employee Status field at upper left, click on the down-arrow, then select Inactive
B At the bottom, click Save & Close

DeactivateUser-StatusOption-2

In the Personnel list, their name is now boxed in red, indicating that they have been deactivated as a user.

If you’d like reactivate them later, follow the same steps, selecting Active in the drop-down options.

CREATING ADDITIONAL EMPLOYEE STATUS OPTIONS

STEP 1
• Click on Administrative Tools in the left menu
A In the Personnel Card, click the small Gear/Settings icon at upper right

DeactivateUser-StatusOption-3

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STEP 2
A On the Personnel Settings screen, click Employee Statuses in the left menu
B Click + Create New to add a new status option

DeactivateUser-StatusOption-4

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STEP 3
A  In the Add Item box, add a name for the new status in the Name field. In this example, we’re adding a new Status for employees who have been terminated.
B  Uncheck the Active box if you want people with this status to no longer appear in the system’s drop down personnel lists, or receive Communications directed to their Communications Role(s)
C  Check Disable User Account if you want people with this status to no longer be able to log into the system
D  Type in a Description of this status (optional)
E Click Save

Now, when you go to any employee’s Personnel Details screen, and click the down-arrow under Employee Status, the newly-created Status option will appear, in addition to the Active and Inactive options.