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FAQ
School CRM
Deactivating Staff
Deactivating Staff
Start by following the steps in
Deleting/Deactivating Staff
.
To deactivate a staff record:
1. Go to Scheduling >
Staff
> Details and set the employment status to the appropriate status.
2. Navigate to Security >
User
s > Details of the
Staff User
record. Uncheck the “Approved” box and click Save. Next, click on the Roles tab and remove any staff/admin specific roles. For more information, please review the
Roles Dictionary
.
Note
: If the staff person is also a parent, then you should not uncheck the “Approved” box. Instead, update the user account to reflect the non-school email. For more information, please review
User
.
See also
Deleting/Deactivating Staff
Roles Dictionary
Staff User
Staff
User
DAT
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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School Name
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - CFO
Finance - Business Manager
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
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*
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*
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*
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*
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User