Employment information and active and inactive accounts

When creating any kind of user account in LeadDesk, you have the option of recording information about the user and their employment information. While most of these settings are intended for reference only, the Office and Employment fields may affect what the user can do in LeadDesk.

In particular, if you want to stop an account being used, without deleting it (for example you still want the account to appear in reports, but that user should no longer have access), you can make their employment inactive.

Completing employment information

Employment information can be recorded for an account when you create it, and can be updated later as needed. To update the employment information for a user, in your Admin account:

1. Go to the Users page.
2. Go to the User list subpage.
3. If necessary, search for the account you want to update.
4. Click the name of the account to edit its details.
5. Go to the Employment information section and fill in the details as necessary.

6. If you are using offices, click the Office drop-down list and select the appropriate office for this account. Team Leader and Agent accounts are limited to their office, so selecting the wrong value can mean the user can't access what they need to.
7. Click the Employment drop-down list and select Active or Inactive. Most accounts will be active; see below for the affects of making an account inactive.

The other fields are either free text or date fields, and can be filled in, or not, as suits your needs. They have no impact on the account's function in LeadDesk, but can be a useful place to record this information.

8. Make any other changes to the account details as needed.
9. Click the Save button in the top right.

Filtering the user list

The User list subpage can be filtered to show only active accounts, only inactive accounts, or all of them.

1. Go to the Users page.
2. Go to the User list subpage.
3. Click the Employment status drop-down list and select the preferred option.

This setting will tend to be remembered, so you will need to update it again if you want to see agents with different statuses.

Inactive accounts

Making an account inactive has several effects:

• The user can no longer log in to LeadDesk using that account.
• For agent accounts, if they had been granted access rights to any projects, those access rights are removed.

Activity associated with inactive agent accounts and calls/deals they made will still show in the Overview page and reports.

Making an account inactive

To make an account inactive, in your Admin account:

1. Go to the Users page.
2. Go to the User list subpage.
3. If necessary, click the Employment status drop-down list and select Active or All.
4. If necessary, search for the account you want to update.
5. Click the name of the account to edit its details.
6. Go to the Employment information section.
7. Click the Employment drop-down list and select Inactive.
8. Make any other changes to the account details as needed.
9. Click the Save button in the top right.

Making an account active again

If you need to reactivate one of your inactive accounts, in your Admin account:

1. Go to the Users page.
2. Go to the User list subpage.
3. If necessary, click the Employment status drop-down list and select Inactive or All.
4. If necessary, search for the account you want to update.
5. Click the name of the account to edit its details.
6. Go to the Employment information section.
7. Click the Employment drop-down list and select Active.
8. Make any other changes to the account details as needed.
9. Click the Save button in the top right.

Note that reactivating an agent account does not reinstate their access rights for projects. You will need reset the agent's access rights. See Access rights for agents and projects.