Archive or Delete a Staff Account

Welcome to our guide on managing staff accounts in FinalForms! Whether you need to archive a staff member's account or delete it permanently, we've got you covered. Follow the steps below to ensure a smooth process.

If you need to temporarily remove a staff member from active duty, archiving their account is a great option. Here's how to do it:

1. Click on Manage > Staff.

2. Select the staff member you wish to archive and click Edit.

3. Change the Status to Archived.

4. Finally, click Save to confirm your changes.

In some cases, you may need to permanently delete a staff account. Please note that this action cannot be undone and will remove all associated data, including certifications, forms, and history. To delete a staff account, follow these steps:

1. Click on Manage > Staff.

2. Select the staff member you wish to delete and click Edit.

3. Click Delete in the top-right corner of the screen.

⚠️ Please be cautious when deleting accounts, as this action is permanent!

We hope this guide helps you manage your staff accounts effectively. If you have any questions or need further assistance, feel free to reach out to our support team!