Setting a team member as inactive removes their access to Equip while preserving their historical activity, assignments, and reporting data. Use this option when a team member no longer needs access to an account, but their past records should remain available for review.
📄 How It Works
Inactive status is managed from the team member’s Access settings. After a team member is set to Inactive, they can no longer log in or access Equip for that account.
Open the account menu in the top-right corner of Equip.
Click Team Members.
Find the team member you want to update.
Open the row actions menu and click Edit Profile.
Click Access in the left-side settings menu.
Change Status from Active to Inactive.
Click Save Changes.
✅ Benefits
Protects account access — the team member can no longer log in after being set to inactive.
Preserves historical records — past activity, assignments, and documentation remain available.
Keeps active views clean — inactive team members are hidden from most active lists while remaining available in reports and filters where supported.
⚙️ Status and Access Options
Status controls whether the team member is active or inactive for the account.
Role controls the team member’s permissions when the team member is active.
Web Access and Mobile Access settings may also appear on the Access page depending on the team member’s setup. General Admin and Super Admin users have web access enabled by default. If a team member should not have web access, assign them a Supporter role instead of an admin role.
💡 Best Practices
Set a team member to Inactive when they should no longer access Equip, but their history should remain available.
Avoid deleting team members unless you are correcting an error or have confirmed deletion is appropriate.
Review the team member’s assignments before changing their status so active work can be reassigned if needed.
❓ FAQs
Does inactive status delete the team member’s data?
No. Inactive status removes access without deleting historical records.
Can an inactive team member log in?
No. After the team member is set to Inactive, they can no longer log in or access Equip for that account.
Can I make a team member active again?
Yes. Return to the team member’s Access settings, change Status back to Active, and click Save Changes.