As the administrator of your account, you can block access to Plannit from former employees. It ensures that only active, authorized users are utilizing the system, potentially reducing costs associated with unused licenses.
Whether it's to temporarily disable access to your seasonal resources, or for employees who leave suddenly.
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📙 Step-by-step guide
Setting a resource inactive
To prevent anomalies with job files and documents associated with the employee, you will need to re-assign these documents ie. jobs, visits, quotes etc. to another employee/resource. Here is how:
From the Visits grid:
Filter a list of visits assigned to the resource you are looking to put inactive
Select all visits. On the orange band, remove the resource and then assign the new resource
On the Settings - Resources
Click on the name of the resource and under Status set to Inactive
This action ensures that their data before the Inactive status remains in the system for reference.
Deleting the resource
In the event that you not foresee this employee ever being a user again, you can delete the employee's profil on your account Settings.
On the Settings - Resources
Click on the trash bin at the end of the line