Users can be added, edited and made inactive (removed) via the Users menu.
To edit a User:
In the Web Portal, select Users > View Users > Select the Arrow for the User in the list. This will take you into the User's profile where you can edit the details as required.
To make a User Inactive (Remove the user):
In the Web Portal, select Users > View Users > Select the Check box to the left hand side of the Users' name you would like to Deactivate > Select Deactivate User(s) in the options at the bottom of the screen.
For users that leave the business and their user profile is made inactive, recurring and assigned jobs will need to be edited and assigned to an active user.
For Jobs:
In the Web Portal, go to Jobs > In the filters select Assigned is (select the inactive user profile) > Select the check boxes for the jobs > Assign to at the bottom of the page > Select User > Assign to button.
For Recurring Job Profiles:
Go to Jobs > Recurring Job Profiles > In the filters select Assigned is (select the inactive user profile) > Select the check boxed for the Recurring Job Profiles > Edit Multiple at the bottom of the page.
This will create a pop up for the Mass Recurring Job Edit, where you will be able to change the Assigned User. Select them from the list under Schedule Visits(s), where it says Assign To and then click Save at the bottom, this will close the Mass Recurring Job Edit screen.
You will receive a message afterward, stating that the Recurring Profile information will update soon. You will need to refresh the Recurring Jobs list to view these changes have taken place.