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Search results for:deactivate staff profile
Deactivate a staff role
To deactivate or reactivate a staff role: Open the App Drawer then click Setup > Staff > Staff… Staff roles can't be permanently deleted, but you can deactivate them to hide them from staff role settings… Deactivate or reactivate a staff role
Add, modify and deactivate a staff member
To deactivate a staff member, follow these steps: Select the Staff Member's profile from the staff… Caution: Deactivating a staff member's profile does not automatically deactivate their associated client… To prevent the staff member from accessing your business as a client, deactivate their client profile
How do you delete a staff member?
To revoke access to a staff member, you must: Deactivate their staff member profile… You can’t completely remove staff members from WellnessLiving, but you can deactivate them to prevent… Deactivate their associated client profile
Set a staff member’s employment end date
Staff members with the Manage staff profiles staff role permission can set an employment end date for… Note: This feature is only for record keeping purposes and doesn’t deactivate the staff member’s profile… In the staff member’s profile, click the General tab
Staff member profiles
Deactivating and reactivating a staff member’s account You can deactivate or reactivate a staff member… opened and viewed from the staff member’s profile… ’s account from their staff member profile page
Staff member profile fields
Staff Members and click a staff member to view their profile… To change the email, you must add a new staff member with the desired email address and then deactivate… the staff profile with the old email address
Deactivate a client
To deactivate a client, you must have the appropriate staff role permission to manage client profiles… Deactivate a client… You can deactivate a client within your business if they no longer use your services
Edit log
Profile Staff Adding a staff member, modifying a staff member’s profile, and deactivating a staff… For example, if a client profile gets deactivated, the name of the staff member who deactivated the profile… Staff Custom Fields Creating, modifying, or removing custom profile fields available in staff member
Open a staff member’s profile
To open a staff member’s profile: Click the App Drawer then click Setup > Staff > Staff Members… Open a staff member's profile to view or make changes to a staff member’s settings… Open a staff member's profile
Opening a staff member’s client profile
A client profile is created automatically for each staff member alongside their staff profile… Opening a staff member’s client profile… To open a staff member’s client profile, follow these steps: Click the App Drawer button then