How to change user status – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to change user status

Set user as inactive or active

  1. Go to People > Users.
  2. Change user status either by:
    1. Click on the checkbox of the user whose status you want to change.
    2. Click Set Inactive or Active

    1. Click the pencil icon of the user you want to edit.
    2. Change correct value to the Status field.
    3. Click Save.

Note: Inactive users can’t be linked to actions, requests, etc. and can’t log in to PlanMill.

Remove from users

  1. Go to People > Users.
  2. Click on the checkbox of the user you want to remove.
  3. Click Remove From Users.

Note: If a user is removed, it will still be shown on the contacts tab but can’t login.

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