Deactivating account for editing
Hello! We are migrating to a new operating system requiring me to revamp all of our accounts and departments. I would love for the option to temporary suspend users so that they cannot enter reports during this time.
Answers
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify TeamHi @Kira you will need to remove them all from the policy and invite them again later, but there is a fast way!
You can quickly Export To CSV from the People page, then Select All (except Admins) and Remove. Then upload the CSV again when you are ready to reactivate!
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I don't think this is a good option for us. We have lots of settings tied to each employee. An ideal fix would be a toggle on and off access to the policy for employees.
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Hey Kira, by "settings tied to each employee", do you mean the Submits To, Approves To, Custom Field 1 etc?
As Rachael mentioned, exporting out to CSV is still a great option for that - as all of those fields will be stored in the spreadsheet, and then can be imported back into the People page once you're ready to get everyone back in!
