How do I deactivate or delete a user in Zoho FSM?

How do I deactivate or delete a user in Zoho FSM?

Deactivating a User:
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If you want to temporarily revoke a user’s access (for example, during a long leave), you can deactivate them.
  1. Go to Workforce > Users.



  2. Open the user’s record.



  3. Click the dropdown and select Deactivate.



  4. Confirm the action.

Once deactivated, the user cannot log in or be assigned tasks. Their status changes to Inactive.
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Reactivating a User:
  1. Go to the Inactive Users list under Workforce > Users.
  2. Click on the name of the user you want to reactivate.



  3. In their user details page, click the dropdown menu.
    Select Activate.

The user's status will change from Inactive to Active, and they will regain access to the application as per their assigned profile permissions.
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Deleting a User:

If the user has permanently left your organization, you can delete their account.
  1. Go to Workforce > Users.



  2. Open the user’s record.



  3. Click the dropdown and select Delete.



  4. You will be prompted to transfer ownership of their records (work orders, service appointments, notes, etc.) to another user.
  5. Select the replacement user and confirm the deletion.

Once deleted, the user cannot be restored, and their records will be assigned to the selected user.