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This article will show you how to deactivate an active Customer Manager in the Global Work Platform™.
A user must have Company Admin permissions to deactivate a non-company admin client manager.
If an HR or PTO Manager still needs access to the Global Work Platform but no longer needs access to certain supported employees, reference the "How to Unassign an HR or PTO Manager from One or Multiple Supported Employees" article.
Deactivating a Client Manager
An HR or PTO Manager should be deactivated when they no longer need access to the Global Work Platform to manage supported employees.
Step 1. Log in to the Global Work Platform™ and navigate to the Company tab.
A user must have the Company Admin role to see the Company tab.
Step 2. Navigate to the Team Members
Step 3. Select the Client Manager you would like to deactivate.
You can search or filter for the Client Manager using the search bar or filter toggle in the top right corner of the Users page.
Step 4. Click the team member’s name in the table.
A window to the right of your screen will appear.
Step 5. Scroll to the bottom of the Client Manager's profile and click "Deactivate".
The button is located in the bottom left-hand corner of the page.
Step 6. The "Deactivate Client Manager" pop-up box will appear. Click the "Yes" button.
The Client Manager is no longer active.
To find a deactivated Client Manager, the user must check the "Include Deactivated Users" box in the search filters on the Team Members page.
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