How to edit, deactivate or remove a cleaner

Open Staff and hover any row. The actions sit at the right-hand end, and clicking one of them does not open the person's page: they are deliberately separated from the row click so you cannot deactivate somebody by aiming badly. Only an owner sees this row of actions at all, a supervisor can open the directory but cannot resend a login, change a role, deactivate or delete anybody from it.

Resend login Edit Make supervisor Deactivate Delete

Name	Email	Phone	Last Active
JR Joanne Reid Team Lead	joanne@example.co.uk	+44 7700 900371	2d ago
TS Tomas Silva Cleaner	tomas@example.co.uk	+44 7700 900452	Inactive

12

1. Resend login sets a new password and emails it.
2. Delete cannot be undone. Deactivate keeps their history.

Resend login

Sets a new password and emails it. The route for anybody locked out. Only shown when there is an email address to send it to.

Edit

Opens the Edit staff member sheet: name, phone and job title. Not the email address.

Make supervisor / Make cleaner

Promotes a cleaner to supervisor, or returns a supervisor to a plain cleaner. Covered in full below.

Deactivate

Signs them out and blocks the login, keeping everything else. Reads Reactivate on somebody already inactive.

Delete

Removes the account and the login for good. The only one of the four with no way back.

Editing somebody

The Edit staff member sheet is short on purpose. There are three fields: Full name *, then a two-up row of Phone and Job Title, both marked optional. Leaving the job title blank puts them back to "Cleaner" wherever it is shown.

Edit staff member

Full name * Joanne Reid-Marsh

Their cleans stay with them. Past cleans keep Joanne Reid on the paperwork, which is what your records should show.

Phone +44 7700 900371

Job Title Team Lead

CancelSave changes

Change the name and an inline note appears reading "Their cleans stay with them. Past cleans keep Joanne Reid on the paperwork, which is what your records should show." That is the behaviour you want: a marriage, a correction or a nickname does not rewrite what was signed off six months ago. Saving confirms with a toast reading Staff member updated, and an empty name is refused with "Full name is required."

When somebody cannot get in

This is the most-used button on the screen and the least understood. Resend login does not resend the old password. It sets a new one and emails that, which means the old one stops working the moment you press the confirm.

Resend login credentials

This will set a new password for Joanne Reid and email them their updated login details.

Shown once, copy or send it now

New Password quiet-lantern-8830 A new password will be set and emailed to joanne@example.co.uk.

CancelReset and send email

1. Open the person, or use their row in the list, and press Resend login. A small sheet opens headed Resend login credentials.
2. The line at the top reads "This will set a new password for Joanne Reid and email them their updated login details."
3. A vault headed "Shown once, copy or send it now" holds a generated New Password, with buttons to show it, copy it or generate a different one. The hint underneath names the address it is going to.
4. Copy it if you are going to read it out, then press Reset and send email. The button reads "Sending…" while it works.
5. A toast confirms with Login credentials sent to Joanne Reid. If the email fails you get "Password reset but could not send email to Joanne Reid" instead, which means the password has already changed and you must give them the copied one.

Promoting to supervisor

A cleaner sees the phone app only: their own cleans, their own hours, their own messages. A supervisor keeps all of that and is also handed a slice of the office app, for the businesses where the owner is not the only one running the day. Press Make supervisor on their row and a confirmation states exactly what changes before you commit to it.

Make Joanne Reid a supervisor?

They keep their own cleans and the phone app. On top of that they will be able to open the Dashboard, Schedule, Clients, Staff, Inventory and Reports, and to approve their colleagues’ time off and supply requests.

They still cannot see anyone’s pay, change company settings or billing, add or remove staff, or open Quotes, Invoicing or Enquiries.

Cancel Make supervisor

A supervisor genuinely runs a slice of the business, not a read-only view of it. On the screens they can open, they can add and edit clients and staff, book and reschedule cleans, and approve their colleagues’ time off and supply requests: they are simply barred from the owner-only ground: billing, company settings, adding or removing staff, wages, and the Quotes, Invoicing and Enquiries screens where the actual money is quoted and chased.

Returning somebody to cleaner is the same button, now reading Make cleaner. The confirmation is just as direct: "They go back to the phone app only. They keep their cleans, their history and their login: nothing they approved as a supervisor is undone." and a warning that they will lose access to the Schedule, Clients, Staff, Inventory and Reports, and can no longer approve time off or supply requests. Only an owner can move somebody either way: the database itself refuses the change from anyone else, not merely the button being hidden.

Deactivating: the leaver setting

Deactivating is what you want for almost every departure. It closes the door and keeps everything else: the record stays on the Inactive tab, their clean history stays intact, and their name stays on every clean they ever did.

Deactivate Joanne Reid?

They will be signed out and will not be able to sign in again. A device they are already using loses access within the hour. You can reactivate them at any time.

3 upcoming cleans are assigned to this person. They will remain in the schedule unassigned.

Cancel Deactivate

The dialog is titled Deactivate Joanne Reid? and the body reads "They will be signed out and will not be able to sign in again. A device they are already using loses access within the hour. You can reactivate them at any time." While it works out the numbers it shows "Checking their cleans…", and if that count fails it says so rather than guessing: "We could not check how many upcoming cleans are assigned to this person. Any that exist will remain in the schedule unassigned."

Confirming gives you a toast reading Joanne Reid deactivated and signed out. On the rare occasion the sign-out itself fails you get "Joanne Reid was deactivated, but we could not block their sign-in. Contact support." Their row now shows plain Inactive in the Last Active column, the row is washed back, and the action button reads Reactivate.

Reactivating asks Reactivate Joanne Reid? with the body "They will be able to sign in and appear in your team again.", and confirms with Joanne Reid reactivated. Their old password does not come back with them, so pair it with Resend login.

Deleting: the one with no way back

Deleting removes the account and the login entirely. The dialog is titled Permanently delete Joanne Reid? and the body reads "This will delete their account and login. This cannot be undone." The confirm button reads Delete permanently.

Permanently delete Joanne Reid?

This will delete their account and login. This cannot be undone.

171 historical cleans will keep their name for your records. Any upcoming cleans will be unassigned.

Cancel Delete permanently

Underneath, a sky-blue callout counts what is affected: "171 historical cleans will keep their name for your records. Any upcoming cleans will be unassigned." If the count cannot be worked out it says "We could not check how many cleans carry their name. Existing cleans keep the name for your records; any upcoming ones will be unassigned." A toast confirms with Joanne Reid has been permanently deleted. The same dialog is on their own page, behind the header Delete button.

Either way, the cleans behave the same: nothing is cancelled and nothing disappears from your week. Upcoming work simply loses its cleaner and shows as Unassigned in red on the Schedule, so the practical next step after a leaver is always the same. Filter the Schedule for unassigned cleans and give them to somebody else before the day arrives.