How do you replace a former employee's Tracker account with an account for a new employee?
The best way to replace a former employee's Tracker account with a new employee is to first deactivate the former employee's account. This will release a license that you can use to create a new account for the new employee. To deactivate the former employee's action, from the Options menu, click Users under Manage Tenant Settings. Find the user whose account you would like to deactivate and click Deactivate. To create an account for the new employee, click Add User. Fill in the information to create the account. Required fields are First Name, Last Name, Email Address, Phone Number, and Worksite. Click Save and Continue. Select the permission template you would like to grant the user. You will be able to see the permissions under each permission template before applying them. Once finished, click Complete. Helpful Hint: Remember to use the Reassign Utility to reassign tasks and reminders from the former employee to the new employee or a different team member.