Deactivating Team Members

To deactivate an individual Team Member, navigate to the Manage Team screen. In the list of users, find the Team Member you want to deactivate, and then click the red circular icon in that Team Member's row.

You can also deactivate Team Members as part of a bulk edit. In the bulk edit spreadsheet, enter y in the Deactivated column for all Team Members you want to deactivate. For more information about bulk editing profiles, see Profiles.

Deactivating Team Leaders

You can deactivate Team Leader profiles from the Manage Team screen by clicking the red circular icon in that Team Leader's row, just as with Team Members. However, if that Team Leader has reporting Team Members, you must also reassign those Team Members to a new Team Leader.

After clicking the deactivate icon, if Team Members report to that Team Leader, they appear on the Deactivate a Manager screen. You can choose to reassign all members to a new Team Leader, or reassign them individually. For example:

After selecting new Team Leaders, click Deactivate team leader.

Deactivating Admins

For Admins, the red deactivate icon does not appear on the Manage Team page. You must demote Admins to the Team Leader role before they can be deactivated. Click on the green pencil icon in the row of the Admin you want to demote, turn off the Company admin field, and then save the profile.

After you have demoted an Admin to a Team Leader, find that profile on Manage Team screen and then click the red deactivate icon, just as you would for a Team Member or Team Leader.

Reactivating profiles

All roles are reactivated in the same way.

1. On the Settings screen, click Manage Team.
2. Turn on the Show Deactivated field.
3. Find the profile you want to reactivate, and then click the green pencil icon in that user's row.
4. On the edit screen, turn off the Deactivated field, and then click Update team member.