Deactivating Accounts

Deactivating Accounts

In this video, I walk you through the process of deactivating accounts for contractors and workers within the works portal. Once a contractor or worker has completed their tasks and is no longer needed in the system, you can easily deactivate their account, which ensures they won't have access to any information or notifications. These deactivated accounts are saved in the background, allowing for easy reactivation if they return to work with us. It's important to remember that deactivating an account is a straightforward way to manage our system efficiently. Please take a moment to familiarize yourself with this process for future reference.


Deactivating and Reactivating Accounts in the Works Portal

Objective

This SOP outlines the steps to deactivate and reactivate contractor and worker accounts within the Works Portal, ensuring proper management of user access.

Key Steps

 

Step 1: Access the Works Portal 0:00

  • Log in to the Works Portal.

  • Navigate to the section where contractor and worker accounts are managed.

 

Step 2: Deactivate an Account 0:21

  • Locate the account of the contractor or worker you wish to deactivate.

  • Click on the 'Deactivate' button next to their account.

 

Step 3: Confirm Deactivation 0:31

  • Understand that once deactivated, the contractor or worker will be saved in the system as inactive.

  • They will not have access to any information or notifications related to your account.

 

Step 4: Reactivate an Account (if needed) 1:08

  • If the contractor or worker returns, locate their inactive account in the system.

  • Click on the 'Reactivate' button to restore their access.

 

Step 5: Update Documentation 1:47

  • Upon reactivation, ensure that the contractor or worker uploads any expired documentation or new details required for their account.

Cautionary Notes

  • Ensure that you only deactivate accounts that are no longer needed to maintain accurate records.

  • Be aware that deactivated accounts will not receive any notifications or access to account information.

Tips for Efficiency

  • Regularly review active accounts to identify those that may need deactivation.

  • Keep a record of deactivated accounts for easy reference when reactivating in the future.


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