If you're wanting to remove an unwanted staff member from your account, you can do so by deactivating them. This will ensure that all sensitive data is left retained whilst also revoking their login access.
Important Note: As of December 2019, your subscription usercount will automatically update when deactivating or activating existing Staff Members. If you get stuck, or have any questions, please contact our support team.
Deactivating a Staff Member
Due to how user-specific data is stored, Tradify isn't able to delete staff members from customer accounts. Instead, Tradify offers the ability to "deactivate" users. This function also allows users to be reactivated at a later date (covered in the following section).
To deactivate a user, head over to Settings, select Staff Members and then click the 'status toggle' to make the user inactive. Once you've selected this toggle, Tradify will prompt a warning message. If you're happy to proceed, click "Yes" to make the user inactive. Once the user has been deactivated, they'll be moved to the "Inactive" tab.
Note: Once a user has been deactivated, you'll no longer see their profile within your account. If you'd like to pull any historical data for a deactivated user (timesheets report, productivity report), you would need to reactivate them first.
Reactivating a Staff Member
If you'd like to reactivate a staff member, head over to Settings, select Staff Members and then click the "Inactive" tab to see a full list of inactive users. On the right-hand side of the relevant user, click the 'status toggle' to make the user active again. Once you've selected this toggle, the user will automatically be reactivated.