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Quick Guide to Make a User Code Inactive
Change a User Code to inactive when they leave your team.
Introduction
When a member of staff leaves your team, you can change their User code to Inactive. There are two fields you should update.
User Code Inactive
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Start at Administration > Users and select the User you want to edit.
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On the Details tab for the User Active field, click the No button. The No option will now be highlighted in violet.
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Click Save.
Staff Code Inactive
If the User is a Staff member, now you can change the Staff flag to Inactive.
Remain in the same User record.
- Click the Staff tab and for the Staff Active field, click the No button. The No option will now be highlighted in violet.
- Click Save.
Your User is now inactive in the system. All records associated with the User, such as Purchase Orders, will still show the User code.
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Last updated: 6 May 2024