An employee has left. How do I deactivate their account without deleting historical data?

Use deactivation, not deletion: 1. Go to Account and Permission Management > Employee tab, select the employee and open their record for editing. 2. Change Status to "Inactive" and save. Once deactivated, this account loses access to all function modules. Employee data is retained and can be found by filtering for "Inactive" in the list. 3. Check which companies are listed in their Buyer Contact and Seller Contact, then add these companies to the contact list of the taking-over colleague. Regular employees can only see buyers they are assigned to. If contacts are not transferred, colleagues may not see these buyers. Deleting an employee requires no second confirmation and also deletes their contact data. When changing administrators, first set the replacing colleague's Permission Type to System Administrator (Admin), then deactivate the departing employee. A company can have multiple System Administrators, but the last active System Administrator cannot be deactivated. The owner account that was created with the company cannot be deleted.

V5帳號與權限