If an employee leaves your company or no longer needs access to ServiceCore, you can deactivate their user profile. Deactivating a user removes their ability to log in while preserving their historical data, including completed jobs and other activities.
Before You Start
Here are a few things to know before you continue:
- Only Admins and Account Owners can deactivate or reactivate a user.
- Admins cannot deactivate other Admins or the Account Owner.
- To learn more about permission levels in ServiceCore, please check out this article.
Deactivate a User
To deactivate a user:
- Click your name in the top right corner.
- Select “Settings.”
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Click “User Management.”
- Click the down arrow in line with the user.
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Select “Deactivate User” in the drop-down menu.
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If the user has jobs assigned to them, you will be prompted to assign those jobs to another driver, then click “Deactivate and Reassign.”
TIP: 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.
View Inactive Users
To see users who have been deactivated:
- Go to Settings > User Management > Users.
- Click the “Filter” button.
- Enable “Show Inactive Users” in the menu.
After enabling “Show Inactive Users,” you can locate deactivated users by the "Deactivated" tag in line with their information.
Reactivate a User
If a user needs to be reactivated:
- View Inactive Users in User Management > Users.
- Click the down arrow in line with the deactivated user.
- Select “Activate User” in the drop-down menu.
The user will regain access immediately. If needed, an Admin or Account Owner can reset their password.
Please Note: If the user needs to be shown on the schedule, they will need to have that enabled by editing the user.
FAQs
Why can’t I deactivate a user?
It sounds like you do not have the permission level to make this change. Only Account Owners and Admins can deactivate users.
Will deactivating a user remove information about their completed jobs and other activities?
No. Their historical data will remain for reporting and tracking purposes.
Does deactivating a user reduce my billing automatically?
Not necessarily. If the user is still marked as “Show User on Schedule,” they may continue to count toward your scheduled user total. Be sure to remove them from the schedule when deactivating them as a user.
If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!