To deactivate a staff user, open the staff list and click the yellow X matching the user you'd like to deactivate


Then confirm the operation and transfer notes and documents to a new user:


Step 1


Step 2

Once done, the deactivated user will not be able to login or access data but his/her name and previously recorded documentation will now be accessible by the new user.


To reactivate an inactive staff user, open the Inactive list and click the green X.


To completely delete staff accounts and delete all related information, please use this tutorial instead



Important:


'Records' means all notes documents, etc. recorded by the deactivated user.


After deactivation, the deactivated user's name will remain visible as the original author of notes.