How to remove staff members/make staff inactive

Making an Employee Inactive

If you need to make a user inactive in the platform, please follow the steps below:

Note: Depending on your permissions, you will need to be a Location Manager (built-in permissions) or above to make this change. If you don’t have access to edit employee profiles, you may need to contact your Account Owner or an Admin for assistance.

Step 1: Navigate to People

• Log in to the platform.
• Go to the People view from the main menu.

Step 2: Select the Employee

• Search for or locate the employee’s name.
• Click on their profile to open their details.

Step 3: Edit Their Status

• Select Edit Profile (or the edit icon).
• Locate the Status field.
• Change the status from Active to Inactive.

Step 4: Save Changes

• Click Save to apply the update.

Once saved, the employee will be marked as inactive in the system.