When somebody leaves, deactivate their account. You don’t delete it, and you shouldn’t.
How to do it
- Go to Administrative → User Management.
- Click the three dots next to the person’s name.
- Switch Active off.
What that does
The account is marked inactive and the person can no longer log in.
Their transaction history stays exactly where it is. Everything they ran is still on the record and still reportable.
If you can’t
If you don’t have access to change users, contact DealerWorks Support and we’ll deactivate the account for you.
Related: Users and logins — start here · Change what someone can do · Move someone to a different store
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