How to disable an employee from logging in#68

PermissionsEmployees

There may be times when you need to disable access to WORK[etc] for an employee. For example, if you have a seasonal employee, you could disable that employee's access during the time they are not working to prevent unauthorized access and to free up a user license on your account. Disabling a user is preferred over deleting a user because disabling will keep all all of the user's activity stored in WORK[etc].

To disable an employee's login permissions, go to Settings > Permissions.

1 Verify that you are on the View by Employee tab.

2 Select the user you wish to disable access.

3 Remove the checkbox next to Access and save your changes.

1 You will notice that the user's name now has a strike through it indicating it is a disabled user.

2 The blue box here will identify how many of your WORK[etc] licenses are currently in use.

3 Note that although you may have less users than you do licenses, you will be billed for the full number of licenses unless you change your subscription.

4 Although access is disabled, the user's permissions will remain intact in case you need to enable the user again.

You can also disable access by going to Contacts > Employees, and clicking on the employee's contact record.

1 Click on the Employee's Contact Record.

2 Click on the Settings Tab.

3 Click on the Edit icon under Permissions

4 Once in Edit mode, you can disable access for this user and click save.