HOW TO: Deactivate a User & Reassign Their Activities

• Navigate to ‘Store Management‘ from the Main Menu icon
• Select ‘Users & Roles‘ from the left hand side page menu

• Within the ‘Users‘ tab, search or scroll to the user you’d like to deactivate.

• Click the toggle switch under the Active column to gray.

If the user you are deactivating has activities assigned to them such as, appointments, sales transactions or to do, a modal will prompt you to reassign them to an active user.

• Click the down arrow to expand each section to bulk or individually reassign each item.

• Once all activities are reassigned to an active user, click ‘Deactivate User’ button