OVERVIEW
This article takes a closer look at the process of archiving users, drawing a clear distinction from deleting a user. We'll delve into when to opt for deactivation over deletion and provide practical insights for admins seeking a more thoughtful and strategic approach to user management.
Deactivating a user
1. Go to Setup → Team
2. Look for the user you want to deactivate.
3. In that user's row, toggle the switch below the Active column.
4. A warning prompt will pop up asking for confirmation. Select 'Ok' to proceed with the deletion.
What happens once a user is deactivated
- The user will still be shown under the Job | Calendar view. An 'eye slash' icon is placed beside the deactivated user indicating that the user is hidden/deactivated.
- In the users list, the deactivated user will be placed below the 'Unassigned' placeholder for unassigned jobs.
- The jobs will stay assigned to the deactivated user.
- Assigned jobs to a deactivated user cannot be rescheduled while it's still assigned to the same user. You can, however, move these jobs around to an active user.
Deactivating Vs. Deletion
Deactivating a user is a reversible action. It temporarily restricts the user's access to Pooltrackr without permanently removing them. When a user is deactivated, the jobs stay assigned to them and this also frees up a slot based on the user role\permissions.
You cannot undo the deletion of a user. Once deleted, the user's account and associated data are permanently removed from the system. However, before deleting the user, you will be asked to select a user to whom the jobs can be reassigned. This action is appropriate when there is no intention of retaining any information related to that user.