Editing and Deactivating Team Members

Managing Existing Team Members

Once a team member is active in your shop, Admins can modify their role, change their branch assignment, or deactivate them entirely. All management actions are accessed through the actions dropdown on each member's row in the Team page.

How to Change a Member's Role

Role changes are restricted to Admins only. Changing a role immediately updates the member's permissions and sidebar visibility.

1. 1Open the Team page from the sidebar.
2. 2Find the team member whose role you want to change.
3. 3Click the actions dropdown (three-dot menu) on their row.
4. 4Select 'Edit Role' from the dropdown.
5. 5Choose the new role from the available options: Manager, Technician, or Cashier.
6. 6Confirm the change. The member's permissions update immediately.

How to Reassign a Member's Branch

Branch reassignment is also restricted to Admins. Changing a branch updates the member's data scope so they see repairs, inventory, sales, and customers from their new branch.

1. 1Open the Team page from the sidebar.
2. 2Click the actions dropdown on the member's row.
3. 3Select 'Change Branch' from the dropdown.
4. 4Choose the new branch from the list of available branches.
5. 5Confirm the change. The data scope updates immediately.

Deactivating (Removing) a Team Member

Deactivation is a soft delete. The member's account is set to inactive, which prevents them from logging in. Their data remains in the system for historical accuracy. Several automated cleanup actions happen during deactivation.

• The member's active status is set to false — they can no longer log in
• All repairs assigned to the member are automatically unassigned (techId is set to null)
• The member is removed from any branch manager role they held
• All historical data — repairs they worked on, actions they performed — is preserved and remains intact
• The member's email address becomes available for re-invitation if needed later

1. 1Open the Team page from the sidebar.
2. 2Click the actions dropdown on the member you want to remove.
3. 3Select 'Remove' from the dropdown.
4. 4A confirmation dialog appears with the message: 'This member will be deactivated and unassigned from all repairs.'
5. 5Click 'Confirm' to proceed with the deactivation.

Re-Inviting a Deactivated Member

After deactivation, the member's email is released and can be used for a new invitation. The re-invited person goes through the standard invitation flow — they receive a new email, accept the invite, and set up a fresh password. The new account is separate from the deactivated one, but the historical data from the old account remains linked to past repairs and activities.