Deactivate Users

Overview

This article outlines how to deactivate a resource and/or a user, plus how to unassign a Skedulo license.

Deactivating a resource or user will not free up the assigned Skedulo license. You must also remove the Skedulo license from the user.

Also, see Allocating Jobs (Resource Is No Longer Active in CRM).

Open the resource in Salesforce then click the edit button. Uncheck the "Is Active" field and save the resource.

An example showing a resource record in Salesforce with Is Active unchecked.

An example showing a Users record in Salesforce with Active unchecked.

The Skedulo license will still be counted unless it is unassigned from the user.

To unassign the Skedulo license from a user:

Open Setup in Salesforce.
Under Build, select Installed Packages, then click on "Manage Licenses" for the Skedulo package.
Find the inactive user and click "Remove" to remove the Skedulo license.

An example showing how to find Skedulo licenses via Installed Packages in Salesforce Classic.

An example showing how to find Skedulo licenses via Installed Packages in Salesforce Lightning.