Managing User Access: Deactivate and Activate a Subscription

To manage the deactivation and activation of a user's subscription, please follow these steps carefully.

• Remove the employee's login credentials and deactivate the license.

Step 1: The Manager user should log in to the Admin Center using the manager's login credentials.

Step 2: Click on the recycle bin icon next to the user's name. This action will remove the email address and login credentials for that user - 'Remove User.'

Step 3: Click on the 'Active' arrow next to the employee's name and select 'Cancel License.' This action will deactivate the license, making it available to be reused by a different employee.

• Create, activate and invite the new employee.

Step 4:  If the new employee is already in TPS (with permissions and hourly rates) but not visible on this Admin Center screen, click on 'Synchronize Employees' to update the listing and proceed to 'Step 5.'

However, if the new employee has not been created in TPS (App), then click on 'Add a new employee.' And input all the required information for the new staff member and then 'Create the Employee'.

Step 5: Once the new staff member is displayed in the list, locate the 'Has License' column and switch the status from 'Inactive' to 'Active' by selecting 'Activate License'.

Step 6: In the 'Linked User' column, click on 'Invite Employee' and select the email address for the user; this sends an invitation emailed to that account with login credentials to access TPS Cloud Axis App.

Before the new staff member starts using the software, verify if the user has the proper permissions and hourly rates set on the Employee Properties. 

• Login to App https://app.tpssoftware.com with a user's credentials with permissions to access and modify the Employee Properties.
• Navigate to the 'Employees' menu option.
• In the Employee section, select the user recently added and in the three dots menu select 'Edit'.
• Navigate to the 'Rates' tab to set the hourly rate, and to the 'Permissions' tab to grant them access to the different sections and actions on the program.
  

If you need further assistance with this process, please contact TPS Support.


Related Topic: 

• Generic Email used by Former and New Employee
  
  

axis_support@tpssoftware.com    

Toll-free: 1- 888-877-2231

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