ConnectWise Manage: Member Deactivation Process
When an employee leaves the company
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On the member overview page
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Select the trash can icon
The contact deactivation flyout will appear
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If the member DOES have open time sheets
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First, choose a member to transfer the open assignments to
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Once a member is selected in the drop-down, select “Done” to finish deactivating the member.
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If the member DOES NOT have any open timesheets,
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If they do NOT have any open time sheets assigned
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Click Okay and Reassign will automatically deactivate them and the screen refreshes.
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