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Manage Employees

Keep your team roster current and manage access as roles change.

Viewing All Employees​

1. Go to Team​

Click Team or Employees in the left menu.

2. View the List​

See all employees with:

  • Name
  • Email
  • Role
  • Status (active, pending, inactive)
  • Last login

Editing an Employee​

1. Find the Employee​

Search or scroll to find them.

2. Click to Open​

Click their name or the edit icon.

3. Update Details​

Change as needed:

  • Name
  • Role
  • Permissions
  • Department

4. Save​

Click Save to apply changes.

Changing Roles​

When someone gets promoted or changes responsibilities:

  1. Edit their profile
  2. Select the new role
  3. Permissions update automatically
  4. Save

Deactivating an Employee​

When someone leaves:

  1. Find the employee
  2. Click Deactivate or toggle status
  3. Confirm

Deactivated users:

  • Cannot log in
  • Don't appear in dropdowns
  • History is preserved
tip

Deactivate instead of delete to preserve historical records.

Reactivating an Employee​

If someone returns:

  1. Filter to show inactive users
  2. Find the employee
  3. Click Reactivate
  4. They can log in again

Removing Access Immediately​

For urgent situations:

  1. Edit the employee
  2. Click Revoke Access or similar
  3. They're logged out immediately

Resetting Employee Password​

If someone forgets their password:

  1. They can use "Forgot Password" on login
  2. Or you can send a password reset from their profile

Team Activity​

Monitor what your team is doing:

  1. Go to Reports → Activity or Audit Log
  2. Filter by user
  3. See actions taken

Best Practices​

  • Review team access quarterly
  • Remove access on last working day
  • Document who has access and why
  • Use role-based permissions for consistency