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Help @ Connect2Field ยป How to temporarily de-activate a Field Worker

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  • Getting Started 7
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    • Start using Connect2Field in 6 Easy Steps
    • Why use Connect2Field for your Service Business
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    • The different types of Users in Connect2Field
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    • Not Recieving SMS Notifications
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  • Job Management 26
    • How to Create & Dispatch New Jobs in Connect2Field
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    • How To apply colors to different Job Types ?
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    • Example: How to Charge/Bill your clients for your services using Connect2Field
    • Example 1: Planning your Field Work in Advance
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  • Invoice Management 9
    • How to Invoice your Customers for Service Jobs using Connect2Field
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    • How to bcc an Invoice Copy to your Company Email, when Invoice is sent to Clients
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    • How to change Invoice Date
  • Work Force Management 7
    • How to use Connect2Field's Messaging System
    • Configuring SMS for Field Workers in Connect2Field
    • How to Customize Email/SMS Templates for your Field Workers & Clients
    • How to enable or disable Alerts to your Field Workers
    • How to Re-Alert / Notify your Field Staff when a Job is re-scheduled
    • GPS - Tracking your Field Staff via Connect2Field Map
    • How to temporarily de-activate a Field Worker
  • Mobile Field Worker WebApp 12
    • Connect2Field Field Woker WebApp - Iphone Example
    • FieldWorker WebApp Configuration
    • Customize the Connect2Field Main Menu for your Mobile/Ipad
    • Control what fields appear while selecting a job from your Mobile/Ipad
    • Example: Use Tags for quick search of products in Iphone/Ipad
    • How to Update Product Prices while in the Field
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    • Example: Creating Sub-Jobs while in the Field
    • How To Capture Clients Signature as Job Conformation
    • Reallocate Job to a different Field Worker while in the Field
    • How to Auto Populate Username/Password for your FW WebApp login on the iPhone
    • How to Enable/Disable Pricing Fields for the WebApp
  • Connect2Field Scheduler 5
    • Multi Person View
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    • How to Re-schedule/temporarily remove a Job via the Scheduler
    • Creating New Appointments & New Jobs in Scheduler
  • Inventory Management 4
    • Adding Products & Services
    • Creating Tag Groups & Assign Products to Tags
    • Managing Warehouses
    • Inventory Management for your Fieldworker's Vans
  • Quote Management 3
    • How to Instantly Create New Jobs from Quotes
    • Create & Dispatch New Quotes
    • Viewing Quotes as Appointments on Scheduler
  • Reporting in Connect2Field 4
    • Types of Reports
    • Jobs Per Field Worker
    • Jobs Per Field Worker - Summary
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    • Working with Equipment Items
  • Supplier Management 3
    • How to add Suppliers in Connect2Field
    • How to configure Supplier Types
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  • Data Management 3
    • How to Export Jobs from Connect2Field
    • How to Import/Export Products & Update Inventory
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  • Accounts / Integration 7
    • Connect2Field Accounting Connector Setup for MYOB
    • Using the Connect2Field Accounting Connector with MYOB
    • Connect2Field - Xero Integration
    • Connect2Field - Saasu Integration - Service Invoices
    • Connect2Field - Saasu Integration - Item Invoices
    • Connect2Field - KashFlow Integration
    • Connect2Field - Capsule Integration
  • Customer Portal 3
    • What is the Customer Portal
    • Customer Portal Features
    • Customer Portal Setup
  • Case Study 1
    • Case Study - Plumbing / Mechanical Contractors Industry
  • Connect2Field Videos 1
    • How to schedule your Fieldworkers easy and quick
  • About Connect2Field 1
    • How To Subscribe To Connect2Field Updates

Last Updated

May 18, 2011

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  • Prev: GPS - Tracking your Field Staff via Connect2Field Map
  • Next: Connect2Field Field Woker WebApp - Iphone Example

How to temporarily de-activate a Field Worker

It is possible your field workers are on leave or not available to work for some days.. During these times you would not want to accidentally assign jobs to them.. To avoid this you can temporarily de-activate a user and later when they are available to work you could re-activate their account..

Let us see how

Media_1305714137847_display Zoom

From your dashboard choose:
1) Options
2) Users
3) Manage Users

Media_1305714200893_display Zoom

This lists all the users in your account..

To choose the field worker whose login you would like to de-activate, click the 'View' link next to the Field Worker name..

Media_1305714274235_display Zoom

This brings up the User Details screen..

To de-activate the user, un-check to 'Active User' box and hit Save..

De-activating a user does not remove a user from the system.. To delete a user select Delete next to Field Worker name in the Manage user screen, as in above..

De-Activating a user results in the Field Worker not appearing in the name field while Adding/Editing a job.. Also, gets removed from the options to search by Field Worker name under job central..

To re-activate the user, simple follow the above process and check the field worker as 'Active User'

  • Prev: GPS - Tracking your Field Staff via Connect2Field Map
  • Next: Connect2Field Field Woker WebApp - Iphone Example

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