What should I do if a member of staff leaves?
If a member of staff leaves your practice, you should do the following:
Deactivate the user as soon as they have left your business. To read more about deactivating a user click here. Deactivating the user will do three things:
prevent the user from accessing your instance of WriteUpp
maintain the integrity of the departed member of staff's records (notes, assessments etc.)
release the licence associated with the user, so you can re-allocate it elsewhere
If you wish to re-assign the licence to another member of staff, then you can go ahead and invite them. To find out how to invite a new user click here.
If you don't want to re-assign the licence, then you may wish to reduce the number of users in your subscription. To do this check out the article here
It is not advisable to re-assign a licence by editing an existing user's details, as this will result in records (Notes, Assessments etc) associated with that user being re-assigned to the amended user.
Deactivate the user as soon as they have left your business. To read more about deactivating a user click here. Deactivating the user will do three things:
prevent the user from accessing your instance of WriteUpp
maintain the integrity of the departed member of staff's records (notes, assessments etc.)
release the licence associated with the user, so you can re-allocate it elsewhere
If you wish to re-assign the licence to another member of staff, then you can go ahead and invite them. To find out how to invite a new user click here.
If you don't want to re-assign the licence, then you may wish to reduce the number of users in your subscription. To do this check out the article here
It is not advisable to re-assign a licence by editing an existing user's details, as this will result in records (Notes, Assessments etc) associated with that user being re-assigned to the amended user.
Updated on: 28/03/2023
Thank you!