If an employee leaves the company, simply deactivate the relevant portatour® account. When a new employee takes over the territory at a later date, reactivating the relevant access allows them to continue working almost seamlessly.
Deactivate users
- Go to the user list, e.g. by clicking Users in the Workspace Organization.
- Click on the relevant user. A context menu appears.
- Select Disable login. The access link to this portatour® account is now disabled.
Note: The deactivation only disables the access for the user. The data remains in portatour®.
Activate users
When a new employee takes over a deactivated territory, proceed as follows:
- Go to the user list, e.g. by clicking Users in the Workspace Organization.
- Click on the relevant user. A context menu appears.
- Select Edit (see Create a new user).
- Change First name, Last name, Email, possibly also Mobile and Employee number.
- Save.
- Click again on the relevant user.
- Select Enable login. A new access link will be created.
- If the employee is ready to take over this territory, click again on the user and select Send access link.
Hint: Remember to store the home location of the new user in portatour®. To do so, open the user's workspace and go to
Options > Home location (see
Home location).