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Deactivating an Employee (CRM)

Overview

When someone leaves your business, deactivate their account so they can no longer log in. This article explains how.

1. Check before you deactivate

  • Hand over any open leads or jobs that belong to the employee.

  • Make sure at least one other person still has full access.

2. Open the Employees page

Go to Resources → Employees.

3. Deactivate the employee

  1. Click the three dots next to the employee.

  2. Click Deactivate.

Tip: Deactivate the same day someone leaves, so they don't keep access to customer details.

For further questions, contact the Movermate Product Experts at [email protected].

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