Steps to deactivate an employee:
Go to Members
Click on the pencil icon next to the employee's name
In the new view, change the employee status to inactive
Click the "Deactivate user" button
5. In the new view, select the user to whom all the departed employee's tasks and clients will be transferred
6. "Confirm" your choice
Important to remember:
When changing an employee to inactive, you may also need to change the number of active employees in your package.
This can be done following this guide.
When to use:
Employee leaves the company
Employee is temporarily inactive
You want to reduce the number of active users in your package