How do I make a person inactive?

Navigate to User Management 

1. Access Setup - Find and click on the “Setup” cog icon in the bottom left-hand corner. A dropdown appears. 
2. Select People - Within Setup, locate and select the “People” category, which is your gateway to managing user information and settings.

Modify the Active Status of the User

1. Identify the User: Scroll through the list or utilize the search functionality to locate the person whose active status you wish to change.

2. Select the User: Click on the circular tick adjacent to the user’s name to access their settings.

3. Accessing Settings: An “Options” window will appear on the right-hand side. Select “Edit” to modify user settings.

Adjusting Active Status

1. User Account Window: Once in the “User Account” window, you'll find various user details and settings.
2. Toggle Activity Status:
   • Find the checkbox labelled “Active.”
   • To inactivate a user: Untick the checkbox.
3. Save Changes: Click on the “Save” button to apply and retain any changes to the user’s account.

Reactivating a User

To reactivate a user at any point, simply revisit the User Account window and re-check the “Active” checkbox, ensuring to save any changes.

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