When a person leaves, archive the account. An archived person cannot sign in. Their care notes stay. This article tells you how to archive and unarchive a staff member.
Who can archive
Admins: all staff.
Group managers: carers and home managers.
You cannot archive your own account.
Archive a staff member
In the sidebar, select Staff, then select the person.
Select … at the top right, then Archive and the first name, for example Archive Emily.
Read the dialog, then select Archive.
What archive does
The person is signed out on every device and cannot sign in.
Uploaded care notes stay. Managers can still read them.
Recordings that are still on a phone cannot upload until you unarchive the person.
The person moves from the active list. To see archived staff, set the Status filter to Archived.
Unarchive a staff member
On the Staff page, set the Status filter to Archived.
Select the person.
Select …, then Unarchive and the first name.
Select Unarchive.
The person returns to the active list and can sign in again. To give a carer a new password, read Set a new password for a carer. A new password shows one time only.
You cannot archive the only admin of a care group. Read The last admin rule.