In this tutorial we are going to cover how, as a manager on the account, you can deactivate or delete staff users individually and in bulk.
There are various reasons you might want to deactivate or delete a staff user’s account, but the most important thing to bear in mind is that they will not be able to access their account or request a reset password email unless you make them active again.
Whilst awaiting deletion staff members will be permanently deleted from the account after 90 days, inactive staff can be reactivated whenever you please.
Please note that all staff members that you mark for deletion will automatically change their status from active/inactive to ‘awaiting deletion’. All awaiting deletion staff will remain in the account for 90 days, but once that period is up their profiles will get permanently deleted and you will no longer be able to see their name on the account. Any observation, report, etc. added by them will be kept but authored by ‘Deleted Staff’ once that happens.
Please note, only managers on Tapestry can add, edit or delete staff users from an account.
Managers can deactivate a staff user on the account via the Configuration menu on Tapestry. Start by selecting Configuration at the bottom of the navigation menu on the left-hand side of the screen. This will open up a further menu, from which you need to select Staff.
In the Staff drop-down menu, click on Manage Staff.
Once on the Manage Staff page, search for the staff user whose profile you want to deactivate. Once you have found their profile, click on the cog drop down, and select the option Make Inactive from the menu. page.
You will then be asked to confirm that you wish to deactivate this staff user’s profile on your account. You just select Deactivate to deactivate the staff user’s on the account!
Managers can deactivate a staff user on the account via the Configuration menu on Tapestry. Start by selecting Configuration at the bottom of the navigation menu on the left-hand side of the screen. This will open up a further menu, from which you need to select the option Staff.
In the Staff drop-down menu, click on Manage Staff.
If you have more than 20 staff whose profiles you wish to deactivate in one go, you will need to change the number of items per page.
The default number of staff users listed per page is 20. You can select the number of items per page if not all the staff users you wish to deactivate are on the current page as shown below.
Once you are on the Manage Staff screen, you can select the staff users whose profiles you wish to deactivate by checking the box next to their names.
Once you have checked all the boxes next to the staff users you wish to deactivate, select Make Inactive and Go.
You will be shown the list of staff users you wish to deactivate before clicking Make Staff Inactive. If you decide not to deactivate one of the staff members you can change this to Do Nothing.
You have now deactivated the staff users you have selected. But if you need to make them active again, this can be done as shown here.
And that’s it! You can now deactivate a group of relatives in bulk!
Managers can delete staff user on the account via the Configuration menu on Tapestry.
Start by selecting Configuration at the bottom of the navigation menu on the left-hand side of the screen. This will open up a further menu, from which you need to select Staff.
In the Staff drop-down menu, click on Manage Staff.
From the Manage Staff page, you can select the staff user’s account that you wish to delete and this will bring up the option to set the staff user’s profile for deletion from your account.
Once you have chosen the option to delete the staff user, you will be presented with a screen to confirm that you are happy for the deletion to go ahead.
It is possible to restore the staff user’s account within 90 days of the profile being set for deletion.
And that’s it! You can now delete any staff user individually from your account!
Managers can deactivate a staff user on the account via the Configuration menu on Tapestry. Start by selecting Configuration at the bottom of the navigation menu on the left-hand side of the screen. This will open up a further menu, from which you need to select Staff.
In the Staff drop-down menu, click on Manage Staff.
If you have more than 20 staff whose profiles you wish to delete in one go, you will need to change the number of items per page.
The default number of staff users listed per page is 20. You can select the number of items per page if not all the staff users you wish to deactivate are on the current page as shown below.
Once you are on the Manage Staff screen, you can check the boxes next to the names of the staff users whose profiles you want to delete.
Once you have checked all the boxes next to the staff users you wish to delete, select Delete and Go.
You will be asked to confirm the list of staff users you wish to delete. You will be able to scroll down to check the list if you wish. You will then delete the staff users in one go by selecting Delete Users. Select Cancel if you do not want to go ahead with the deletion.
Once you have set these staff users for deletion, you have 90 days to reverse this action and make the staff users active again. You can do this by following the steps for Reactivating an inactive/deleted staff member.
And that’s it! You can now delete more than one staff user on the account in one go!