Plans and permissions:
- Deactivate, delete, or restore a person: Admin or Manager role, or a custom role with Manage team set to Create, edit, or delete any person or Create, edit, or delete certain people
- By default, Managers can deactivate, delete, and restore only people with the Manager, Team Lead, Standard, or Basic role.
- You can’t deactivate or delete yourself.
Use deactivation when someone leaves or stops using Assembled: it removes them from scheduling but keeps their history, and you can restore them later. Use deletion only when you need to remove a person and all of their data for good.
To do either, go to Manage team > People management. For more on the page, see People management.
How deactivating and deleting differ
| Deactivate | Delete | |
|---|---|---|
| Can they sign in? | No | No |
| Scheduling | They’re no longer staffable. Their End date is set to the day you deactivate them, unless it’s already earlier. | They’re removed from Assembled. |
| Historical data, such as past schedules, staffing data, and adherence metrics | Kept | Permanently deleted |
| Schedules in templates | Unchanged | Removed with the person |
| Can you undo it? | Yes, restore them | No |
| Who it’s available for | Anyone | Staffable people only |
If your company uses SCIM provisioning, removing someone in your identity provider deactivates them in Assembled. See SCIM provisioning.
Deactivate a person
- Go to Manage team > People management and find the person.
- In their row menu, select Deactivate.
- Select Deactivate to confirm.
You see a confirmation, and the person no longer appears in the list of active people.
To deactivate several people at once, select the checkbox next to each person, then select Bulk actions > Deactivate.
Delete a person
Important: Deleting a person permanently deletes all of their data, including staffing information, past schedules, and adherence metrics. You can’t undo it. If you might need their history later, deactivate them instead.
- Go to Manage team > People management and find the person. To delete someone you’ve already deactivated, change the Status filter to Inactive.
- In their row menu, select Delete.
- Select Delete person to confirm.
Delete appears only for staffable people. For anyone else, use Deactivate.
Restore a deactivated person
You can restore people you’ve deactivated. Deleted people can’t be restored.
-
Go to Manage team > People management.
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Change the Status filter to Inactive.
-
Find the person, and in their row menu, select Restore.
The person moves back to the active list. If they’re staffable and their End date has passed, open Edit person and remove or change the End date so they appear on the Staffing timeline again.