The Staff list displays all internal staff contact records. External individual contacts should be listed as Individuals.
- Open Contacts>Staff.
- Click the (Delete icon) next to a staff name.
- In the confirmation pop-up window, click Delete.
The Staff list displays all internal staff contact records. External individual contacts should be listed as Individuals.
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I deleted staff and and need to add them back but when I do I get a a message:
The item cannot be found. The item may not exist or you do not have permission to access it.
How can I add them again. The goal is to covert them to a user. When I try to add them as a user it says they are already in the system.
Hi Shannon,
Thanks for asking this question! Our deletion process is actually a two step process. After deletion, records become hidden from the enabled list of staff. On the status field, remove the filter that displays "Enabled." This will show records with all statuses: enabled, disabled, and deleted. Deleted users can then be purged or restored.
In your case, the staff record should be restored then converted to a user.
To restore the staff, follow the instructions above to display the staff's name. Then, follow the below instructions to restore the record.
If you have further questions, do not hesitate to reach out via support ticket!
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