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How to inactivate profiles (Clients, Carers and Office Staff)

Archive a profile when they are no longer needed

Rocio Solis avatar
Written by Rocio Solis
Updated over 3 weeks ago

For traceability purposes, client, carer, and office staff profiles created in Nursebuddy cannot be removed. Instead, you archive them. Archiving a profile ensures they cannot access the Nursebuddy system once they are no longer active.

Inactivating a Profile

To archive a profile, follow these simple steps:

User Type

Inactivation Steps

When Inactivation Takes Effect

Client

  1. Open their profile using 'Edit'.

  2. Under Status, select 'Archive client'.

  3. Set the date when the profile won't be needed.

  4. Click 'Save'

The profile will move to the archived list at midnight on the end date you set.

Carer

  1. Open their profile using 'Edit'.

  2. Move the button from Active to Archived. Then click 'Save'.

Inactivation will happen immediately.

Office Staff

  1. Open their profile using 'Edit'.

  2. Move the button from Active to Archived. Then click 'Save'.

Inactivation will happen immediately.

Client Example

Carer Example

Office Staff Example

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