Managing User Status in TeamWave

Effectively managing user status in TeamWave is crucial for organizational administration. This guide offers step by-step instructions for adjusting user status, including suspension, termination, resignation, and deletion.

1. Suspend User

Purpose : To temporarily restrict a user's access to TeamWave, often used for disciplinary actions.

• Navigate to 'User Management and click on the 'Users' tab.
• Mouse hover on the user you wish to suspend.
• Click the Suspend icon next to their name.

Note: This action temporarily disables the user's access to their TeamWave account but retains all their data and task associations.

• Reactivation: Access can be reinstated at any time by a Super Admin or the account owner. To re-activate a suspended user navigate to suspended users and Click on Reactivate.

2. Terminated 

Terminating an employee will disable their access to their TeamWave account permanently and cannot be revoked

Steps: 

• Access 'User Management', then the 'Users' tab.
• Identify and Edit the user to be terminated. 
• Change their status to 'Terminated' and save changes.

To invite a terminated employee to your TeamWave account you need to invite him as a new employee with new email id. (To use the same email id, you need to delete the user and then invite him as a new employee).

3. Resigned 

Resigning an employee will disable their access to their TeamWave account permanently and cannot be revoked.

• Navigate to the User Management section.
• Click on the 'Users' tab.
• Edit the user to be marked as resigned.
• In the employment status field, choose 'Resigned'.
• Save the changes to update their status.

To re-invite a resigned user, use a different email. To reuse the same email, delete the user first and then re-invite.

4. Deleting a User:

Permanently delete a user's TeamWave account and all associated data. All the deals/tasks/activities assigned to that employee should have to be re-assigned to another employee before deleting.

• Go to User Management and select the 'Users' tab.
• Mouse hover on the user you wish to delete.
• Reassign any tasks or activities assigned to this user to another employee.
• Click on the delete icon.
• Confirm the deletion by clicking on 'Submit'.

Note: Super Admins can suspend, mark as resigned, or terminate users. Only account owners can delete users.