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Managing Employees

Edit, suspend, and remove team members

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Changing Employee details

Select an Employee to view and edit their details across the following sections:

  • Profile – Update name, email, phone, roles, and Agent-specific fields.
  • Appointment hours – View and modify the Employee’s availability templates.
  • Expertise – View and manage the subjects the Employee is assigned to.
  • Synchronized calendars – Check the status of the Employee’s calendar connections.

Suspending an Employee

To temporarily deactivate an Employee without deleting their account:

  1. Go to Organisation > Employees.
  2. Select the Employee.
  3. Toggle the Active switch to off.

Suspended Employees cannot log in or receive new appointments, but their existing appointments remain intact.

Deleting an Employee

  1. Go to Organisation > Employees.
  2. Select the Employee.
  3. Click Delete.
  4. Confirm the deletion.

Warning: Deleting an Employee cancels all of their upcoming appointments. Consider suspending the Employee instead if you want to preserve their appointments and data.