Deactivate staff access safely
Remove login access while preserving ownership history and reassigning active work.
Feature pathSetup → Staff → Change Status
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Remove login access while preserving ownership history and reassigning active work. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Open Setup → Staff → Change Status and select the relevant record or setup list.
- Use search, filters or status tabs to confirm you are working on the intended item.
- Review linked records, activity and permissions before changing status, ownership or visibility.
- Use the available edit, status, reorder, attach, copy or delete action as required.
- Complete any confirmation dialog carefully; destructive actions may be restricted when linked data exists.
- Verify the updated state in the list and record view.
- Check downstream client portal, reporting or automation effects where applicable.
Important fields and decisions
Name and emailConfirm this information is accurate and appropriate for the record.
RoleConfirm this information is accurate and appropriate for the record.
DepartmentsConfirm this information is accurate and appropriate for the record.
PermissionsConfirm this information is accurate and appropriate for the record.
LanguageConfirm this information is accurate and appropriate for the record.
Active and authentication settingsConfirm this information is accurate and appropriate for the record.
Checks before completion
- Apply least-privilege access.
- Use a unique email account.
- Reassign work before deactivation.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Related guides
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