Overview
This article explains how to inactivate a user in PIMSY, helping you manage active and inactive user records effectively.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please assign the Create, Modify, View, and Delete permissions for the following rule(s):
- User
Step-by-Step Instructions
Step 1: Navigating to the User Personnel Folder
From the top navigation menu, go to:
Administration > User Management > User Personnel Folder
From the User Personnel screen, select the appropriate user from the list to access their personnel folder.
Step 2: Inactivating a User
To inactivate a user in PIMSY, from the user's personnel folder, locate the Active checkbox under the Admin. Info. section and uncheck it to mark the user as inactive.
Once inactivated, the user's name will display in orange to clearly indicate their status.
To view all inactive users, simply click the Filter button and select No from the Active dropdown.
Upon inactivating, the user can no longer log into the system, be assigned clients or appointments, or display as a user in the payroll module, therefore it is imperative if using PIMSY payroll, you deactivate the user only when their final payroll has been completed.