What should I do if a user leaves my organization?

What should I do if a user leaves my organization?

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.