In this article:
*Note: Deactivating a User will NOT reduce your bill. A SingleOps team member will need to remove licenses at the end of your contract term, in addition to deactivating a User, in order to impact billing. A User account cannot be deleted, only deactivated.
What is a User?
In SingleOps, a User refers to an individual who has access to the platform. Users are assigned specific roles based on their responsibilities, which determine the type of access they have (see full list here). For example:
| Admin Users | Full access to manage all areas of the platform. |
| Operator Users | Limited access focused on daily operations like Job management. |
| Crew Users | Access designed for field crews, available at no additional cost. |
Admin and Operator Users require a paid Standard license, and Crew Users (Limited licenses) are included in all tiered subscriptions. Refer to Manage Licenses for further detail.
Before Deactivating a User
- Once a User is deactivated they will be dropped from any events assigned to them. Please review all the Visits, Tasks, routes, & Jobs assigned to this User.
- You can use the Jobs Report to filter down using either the Sales Rep or the Assignee column to view a list of all of the work currently assigned to them.
- Once found, assign the events to another User. This step is crucial as it will prevent you from losing any information that is critical for you to reassign the work.
- Deactivating a User will not impact Labor Resources as Labor Resources do not have to be Users. If you are deactivating one of your crew foreman under which Labor Resources are assigned, then we recommend moving those labor resources to another User and then deactivating the crew foreman.
- Deactivated Sales Reps & Assignees will still remain visible in reports with Sales Rep & Assignees columns, with the exception of the Sales by Sales Rep report.
Deactivate a User
A User account cannot be deleted, only deactivated.
- Navigate to:
Setup > Users
- Select the name of the User you are deactivating
- Unselect the Active box
- Select Update User to save
*Note: Deactivating a User will NOT reduce your bill. A SingleOps team member will need to remove licenses at the end of your contract term, in addition to deactivating a User, in order to impact billing. A User account cannot be deleted, only deactivated.
Activate a User
- Navigate to:
- Select the name of the User you are activating
- Select the Active box
- Select Update User to save
Comments
Article is closed for comments.