Contents of this article is applicable to the following users
Tier: FREEMIUM, GROWTH, SCALE
Platform: Web
Access Level: Owner
Deleting individual staff accounts should only be used if you added a wrong mobile number. For staff who has left the organisation, please proceed to their individual profile to deactivate their account so that you can preserve historical data (eg timesheets, personal data).
Deleting vs Deactivating Staff
Deactivating is more flexible by preserving historical data (timesheets, personal data). Deleting removes all records completely.
Deactivating is more flexible by allowing for reactivation of staff account when needed. Deleted accounts cannot be restored.
Both will remove the staff from
Schedule
to prevent confusion.
Step 1: Make sure that your staff account status is set to Inactive. You can also check this by going through their account and see the status below their display name
Step 2: Scroll Down to the bottom of the profile on the MyTeam profile page and then click on the "Delete Staff" button.
After clicking it, click on the tick of acknowledgement that this process cannot be reverted. After that you can click on "Delete"
Then there will be a modal that showing that the staff has been deleted successfully.