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Employees - Edit and de-activate employees

  • Updated

Who is this article for?
You are an admin at an agency wanting to edit your employee information.

From time to time, you may need to update information for your employees. You may also need to de-activate their accounts if they have left your agency. This guide will walk you through both processes.

Let's get started!

Edit employees

  1. To edit an employee, search for the employee and click the three dots at the end of their section, and then Edit Details:
    emp17.png
  2. Edit the details and then click Save:
    emp18.png

De-activate employee

  1. To de-activate an employee, search for the employee and click the three dots at the end of their section, and then Edit Details:
    emp19.png
  2. Under the “Employment status” section, select “Deactivated” and then click Save:
    emp20.png
  3. The employee is now de-activated.