Deactivate a User _ Lightning

Owned by Pedro Mendes
Last updated: Jul 23, 2024 by Amy Jo
1 min read

Deactivate the User’s Profile

  1. Search for the User's full name in the Search bar

  2. Select the User under the heading People (screenshot 1)

  3. Click the User Details button on the right of the page

  4. Click Edit on the top centre of the page, untick the Active field, and click Save

  5. The User is now deactivated. All the User's data and history is retained in the system, and the User record can be reactivated again when required

 

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Deactivate the User's Staff Record

  1. Navigate to the Staff Center by clicking on the Staff tab

  2. Search for the User's name in the search bar at the top of the page and click enter

  3. Click on the End Date field (screenshot 3. 1)

  4. Enter the required date the User was deactivated

  5. Click Save to complete the procedure