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You can control whether a person appears on schedules, remains in the system, or is fully removed from active use by setting their Status. Options include Active, Hidden, Inactive, and Locked out. This allows you to manage users who are retired, on leave, or simply hidden from schedules without deleting their account.
Steps
1. Open the User Profile
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Go to Admin Panel > Employee Section > Users.
- Click the three dots (…) > Edit next to the user you want to update.
2. Set User Status
In the profile, locate the Status dropdown.
Select one of the following options:
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Active
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Default setting.
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User appears on schedules, reports, and can log in normally.
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Hidden
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User can still log in and may be assigned as a supervisor.
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Does not appear on schedules or reports.
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Can still receive Message Blasts.
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Any edits they make are still tracked for accountability.
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Inactive
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For users who have retired, resigned, or left the department.
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Requires a Date deactivated to be set.
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If the date is in the future: the user remains active until that date, then is automatically deactivated.
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If the date is in the past or today: the user is immediately deactivated.
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Once deactivated:
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The user cannot log in.
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They are removed from all schedules and reports moving forward.
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Any shifts, time off, or overtime scheduled after the deactivation date are permanently wiped.
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Historical data before the deactivation date remains intact for reporting.
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Locked out
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User is locked out and is unable to sign into their account.
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Shifts, time off, and any scheduled overtime remain on the schedule.
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3. Organize Users by Status
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Active Users
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Shown with a green "Active" badge.
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Hidden Users
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Displayed with a black "Hidden" badge.
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Inactive Users
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Displayed with a "Inactive" badge.
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Helpful Tips
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Always double-check deactivation dates before saving to avoid wiping active shifts prematurely.
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Use Hidden status for staff who need access but should not appear on schedules.
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Export schedules or reports for record-keeping before deactivation if future shifts need reference.
