How do I permanently remove an Operator?

Overview:

If you would like to remove an Operator from Traction Enterprise, we have a couple ways to do so depending on the activity the Operator has within the app.  If an Operator has completed Work Orders and Tasks, you will need to inactivate for record-keeping purposes.  If an operator has not completed tasks or work orders, you can permanently remove them.

Process:

To make a person inactive:

1. Navigate to Setup>People.
2. Choose the Name you wish to inactive.
3. In the Edit Person dialog box, uncheck the Active box at the top.
4. Click Save.
5. The operator is now listed in the Inactive section. 

Note:  By making the person inactive, you revoke their access to Traction Enterprise and you will be unable to select them when you create Work Orders. 

To remove an operator:

Note: This can only be done if the Operator is not linked to any Work Orders.

1. Navigate to Setup>People
2. Choose the User you wish to remove.
3. In the Edit Person dialog box, click Delete.

Related Articles:
How can I give an Operator financial privileges?
What should I do if an Operator does not have an email address?