How to edit or deactivate an employee

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Adriano Moreira

Last updated on Jul 2, 2026

How to edit or deactivate an employee

Edit an employee when data, role, contact or permissions change. Deactivate the record when that person should no longer use the system.

๐Ÿš€ Step by step

  1. Open Team.
  2. Search for the employee.
  3. Open the record and click Edit.
  4. Update personal data, contact, address or access profile.
  5. Review permissions when available.
  6. Change the status to Inactive when needed.
  7. Save the changes.

โœ… Expected result

The employee is updated or deactivated.