Deactivating & Archiving Staff Members

You can deactivate and archive staff members. While both options are similar, deactivated staff members are included in reports, unlike archived staff members.

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Deactivating & reactivating staff members

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To deactivate or reactivate a staff member, you must be an Admin user, or you must have both the Can manage staff members permission and Can manage billing toggle enabled in your Staff Member settings.

To deactivate a staff member, open the Staff Members app and select the staff member to deactivate. Select the three-dot menu and select Deactivate.

Once the staff member is deactivated:

• They will not be able to log in to Mangomint.

• They will not be included in your Mangomint subscription billing.

• They will be included in reports.

• They will be available for appointments until their work hours are removed, or until they are archived.

• They cannot be edited unless you reactivate them.

To reactivate a staff member, open the Staff Members app and select the staff member to reactivate. Select the three-dot menu and select Activate.

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Archiving & unarchiving staff members

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To archive or unarchive a staff member, you must be an Admin user, or you must have both the Can manage staff members permission and Can manage billing toggle enabled in your Staff Member settings.

Before archiving a staff member who is paid via Payroll Processing, you will need to remove the staff member from your payroll.

To archive a staff member, open the Staff Members app and select the staff member to archive. Select the three-dot menu and select Archive.

Once the staff member is archived:

• They will not be able to log in to Mangomint.

• They will not be included in your Mangomint subscription billing.

• They will not be included in reports by default, but you can manually select them from the staff filter when running specific reports. Archived staff members will not be included in the Payroll report, even if they performed services during the selected time period. We recommend exporting this report before archiving a staff member. You can also unarchive a staff member to run the report and then archive them again.

• They will not be available for appointments.

• They cannot be edited unless you unarchive them.

To unarchive a staff member, open the Staff Members app and select Show Archived Staff at the bottom of the staff member list.

Select the staff member to unarchive and select Unarchive. The staff member will return to the same status they had when they were archived. For example, if the staff member was Deactivated before they were archived, they will return as Deactivated.