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Deactivating a Staff Member

  • Updated

AccoutancyManager gives you the option of deactivating a staff member. To do this, go to Settings > Staff as shown below.

 

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Before you deactivate a user, you will need to reassign the users tasks and clients. To do this, click Reassign User in the top right.

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Input the user you are deactivating and the user you want to reassign the tasks and clients to before selecting Reassign All. 

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Once you have reassigned, find the user you want to deactivate and click the 3 dots to the top right. From here, click Deactivate User. 

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Note: To reactivate a Staff User you will need to contact support. You can either call 01926 355366 (if you are calling from Ireland 1800 856 033)and dial option 2 or email support@accountancymanager.co.uk.