๐ฐ๏ธ Est. Time: 5 minutes
๐ฏ Goal: Understand the difference between deleting and hibernating a user, and make an informed decision on which would be best
๐ Requirements: Access to "Team" & "User Permissions", which would allow for hibernation and deletion of users
Deleting or Hibernating - how do I decide?
In our industry, it's pretty standard for staff to change frequently, what with freelancers and consultants brought in for specific projects, not to mention our teams lives outside of work with maternity/paternity and long service leave for example. That's why we've made it easier to manage your team in Streamtime.
When it comes to removing team members, there are two options. 1. A clean break, deleting their account. 2. Take a temporary break and hibernate their account.
๐ถ๐ฝโโ๏ธDelete Team Member
So it's over. We are never ever getting back together, like ever!
The first step in deleting a team member is to head to the Team Members section (โ๏ธ > Team Members).
To initiate the break up, Search their name, then hit The Three Dots (โฎ) > Delete, then hit Delete to make it permanent.
Just to make it perfectly clear, this is permanent. You will not be able to drunk text them and bring them back. However, all their historical data, like time and expenses, will still be in the system to ensure all the correct $$ figures on jobs.
๐ด Hibernation
Just need a break? That's ok. We all feel that way sometimes. But on a serious note, this is a handy feature. This way, all of the team members data is kept, but you aren't billed for them if you are on a pay-per-user plan. So when they come back, you need to reactivate their account. Really handy for freelancers/consultants and when permanent staff take an extended leave period.
๐ Hibernate User
The first step is to head to the Team Members section and, hit โ๏ธ > Team Members.
To start your break, Search their name, then hit The Three Dots (โฎ) > ๐ Hibernate, then hit Hibernate to set your boundaries.
๐๏ธ Reactivate User
So you have sorted your issues and wanna bring them back in? The first step is to head to the Team Members section and, hit โ๏ธ > Team Members.
Hibernated team members won't show up at first, so we will need to add a filter. Hit the plus signโ next to Filters on the right-hand side > select Status > and click the checkbox โ next to Hibernated.
To bring them back, hit The Three Dots (โฎ) > โ๏ธ Re-activate, then hit Activate to set your boundaries. Just remember you were on a break. You can't hold it against them.
๐ธ Billing
If you are on a pay-per-user plan, you will be charged a prorated amount of that user's license fee. So if they come back and you have 12 days left in your billing cycle, you will only be billed for those 12 days.
Next Steps
Some resources that might of interest off the back of this article:
Adding team members
Learn how to onboard a new team member within Streamtime
User Permissions
If you need to update someones access to allow them to delete or hibernate users going forwards, or something else, then the permissions article has you covered!