Manage and deactivate users

Purpose

Keep access and memberships up to date without using deletion for offboarding.

Before you start#

• Review access before use

Step by step#

1. 1

   Open Settings → Manage Users and search for the person by name/email.

2. 2

   Check active and inactive users and pending invitations before creating a new account.

3. 3

   Use Edit to update permitted fields and wait for confirmation.

4. 4

   For offboarding, deactivate membership using the screen's action and confirm the correct person.

5. 5

   Review assignees, approvals and sharing in the modules the person used; do not assume everything transfers automatically.

6. 6

   In Time Tracking, authorized managers can view inactive employees and issue historical timesheets/reports using status filters.

7. 7

   To reactivate, use the account action and review access again before resuming use.