If you have an employee listed under your User List who no longer works for your business, you can take the steps below to deactivate that user.
Before You Start
Before editing your users, please keep these things in mind:
- You must have Admin or Owner level permission to add or edit users.
- Admins cannot deactivate other users who have Admin or Owner Permission levels.
Deactivate a User
- Navigate to Settings
- Open the user tab
- Click on the down arrow next to the view user button
- To deactivate the user click deactivate user (if this user has active jobs, this action will prompt you to reschedule their open jobs to another user)
Once the user has been deactivated, they will no longer be able to access your ServiceCore account. Deactivated users can still be found in your user list by clicking the "Filter by" option and choosing to "Show Inactive Users"
Deactivated users will be labeled in red with "Deactivated."
For any users who are listed as "In Schedule" and have active jobs assigned to them, our system will prompt you to reschedule all of their active jobs to a different user.
If you have a new driver starting who will replace your old driver, make sure you add the new user before deactivating the old user, so you can easily transfer over the jobs from the previous driver using this feature.