CAN I DEACTIVATE AN EMPLOYEE/USER ACCOUNT?

Account Status Changes

To change the status of an employee/user's access to the system, follow these steps:

Account Deactivation

Step 1: Access the Administrator Dashboard

• Begin by accessing the Administrator dashboard, which serves as the central control panel for managing various aspects of the system.

Step 2: Navigate to the Employee/User List

  • From your Administrator homepage, there are two options:

  1. Navigate to the appropriate division where the employee is located. Click on "View Current Employees" button or "Total Employees" under Division Stats to directly access the division's employee/user list.

  2. Locate the Search menu at the top of the page and click on it. Basic search boxes will appear for First Name and Last Name. For advanced search options, click the “full search” button on the right of the basic search.

Step 3: Select the Account to Edit

  • Locate the employee you want to modify. Click on their name to access their Employee/User Folder.

Step 4: Initiate Deactivation

  • Within the Employee/User Folder, find the Employee Status panel which reflects the current status of the account. Click on the “Deactivate” button to initiate this process.

Step 5: Confirm Deactivation

  • On the Deactivate Employee Account page within the Deactivation Process panel, select the Confirm Deactivation tab. The system will prompt ‘Are you sure you want to deactivate this account?’ If yes, click on the “Deactivate Account” button.

Step 6: Verify Deactivation Status

  • The system will direct you back into the Employee Folder with a confirmation message stating, ‘Permissions for [this user] have been removed.’

  • On the Employee/User Status panel, the Status will now reflect Inactive.

  • Upon viewing the Current Employees list for that division, the account will not be readily available unless you allow for deactivated accounts to be included.

Account Reactivation

Step 1: Navigate to the Employee Folder

  • From your Administrator homepage, locate the Search menu at the top of the page and click on it. Basic search boxes will appear for First Name and Last Name. For advanced search options, click the “full search” button on the right of the basic search.

  • When results generate, the account that had previously been deactivated will appear in the Employee/User Search Results panel list with a Status of Inactive.

Step 2: Select the Account to Edit

  • Locate the employee you want to modify. Click on their name to access their Employee/User Folder.

Step 3: Initiate Deactivation

  • Within the Employee Folder, find the Employee Status panel which reflects the current status of the account. Click on the “Reactivate” button.

Step 4: Verify Reactivation Status

  • The system will direct you back into the Employee Folder with a confirmation message stating, ‘Permissions for [this user] have been restored.’

  • On the Employee/User Status panel, the Status will now reflect Active.

  • Upon viewing the Current Employees list for that division, the account will appear without any additional action.

    Admin Tip: User accounts, whether deactivated or active, remain within the system. There is no option for permanent deletion. This ensures that historical data is preserved for future reference.