Disabling an Employees or User's Account

Disabling an Employees or User's Account

Disabling an Employees or User's Account At times, you will need to disable a User's account. This can happen if the employee quits or is terminated. Remember, in Contractor Foreman records are never deleted. However, you can Inactivate a User and remove their access to Contractor Foreman. All the items in Contractor Foreman they created and are named in will remain. To make a User Inactive and or remove access to Contractor Foreman follow the steps below: Go to main menu and select Directory Then select Employees Search or filter or select from the list the employee you are making inactive. Click the green pencil icon for edit button in upper right. In the right side of the screen select Status in the Drop Down select Archive. Next go to field marked Role and in the drop down select No Access Be sure to click the blue check box in the upper right to Save the record changes. If the employee is a user follow the steps above but click the Access button on right side of screen underneath the Picture logo. Be sure to click the blue check box in the upper right to Save the record changes. After clicking on Files and Photos you can, Upload new files, Filter by Project and Customer as well as by Tag or Module and perform a global search of photos. Contractor Foreman also allows you to edit files and photos. To do this simply click on the small pencil icon at bottom right of any file or photo. You can then perform the following. Change Project: Select the new Project from the Drop-Down box. Add Tags: Click Add Tags. Enter new tag in text/tag box and click Save. Upload New File or Photo: Click the Upload file button and select photo or file, then click upload. Previous File or Photo will be deleted and be replaced with new. Date and Time: Select New date and or time for File or Photo. Note: Add notes pertaining to this File or Photo. Title: add title for File or Photo. Click Submit to save changes.

    • Related Articles

    • Users and Employees

      Managing Users: It is important to know the difference between Users and Employees. Users have their own personal login and can add and modify and view features within Contractor Foreman based on Role Permissions. Employees are people within your ...

    • How User Number being counted?

      The User number is counted based on the number of users that have access to login to the app. Every account has a limit on how many users can be created and the more Employees have login access, the count drops according to the plan you have.

    • How to make an employee a user?

      Making an employee a User is as easy. From the web panel, go to: Menu > Directory > Employees > Select the Employee > click on App Access checkbox on the right and assign them a username and an email address and a Role. You can define the Roles (what ...

    • How do I assign a color to a User?

      To assign a color to a User, go to the Menu and select Employees and pick the User you wish to assign a color. Go to Edit mode, which is by clicking on the pencil icon on the top right. Right below the photo, there should be Show on Calendar option ...

    • How do I assign or restrict Project access for Employees and Subcontractors??

      To restrict Project Access for Employees and Subcontractors, go to the Directory and choose the user you want to restrict access to. Once here, go to Edit mode which is the pencil icon on the top right. Once here scroll down to Assigned Projects on ...