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Documentation Index

Fetch the complete documentation index at: https://planmyrounds.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

When someone leaves the team, you have two options for removing their access. The right choice depends on whether you might need to restore them later.

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Deactivate vs. remove

ActionWhat it does
DeactivateBlocks the member from accessing the organisation. Their account and all historical data are preserved. Any linked doctor profile is set to Inactive. Reversible.
Remove (delete)Soft-deletes the member — they’re hidden from the UI. Historical data (rosters, leave records) is still preserved for audit purposes. Not easily reversible.
Deactivate is the right choice in most cases. It’s reversible, and it keeps past rosters showing the correct doctor assignments. Only use Remove when you’re certain you won’t need to bring them back.

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Deactivate a member

1

Open Members

Go to Settings › Members.
2

Find the member

Locate them in the members table.
3

Open the action menu

Select the three-dot menu next to their name.
4

Deactivate

Select Deactivate Member and confirm.
The member’s status changes to Deactivated. They can no longer log in or access any data, and their linked doctor profile (if any) is automatically set to Inactive — so they’re excluded from future roster generation.
You cannot deactivate your own account. If you need to remove your own admin access, another admin has to do it on your behalf. If you’re the only admin, contact support.

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Reactivate a deactivated member

If you need to bring someone back:
1

Find them in Members

Locate the deactivated member in the Members list.
2

Reactivate

Select Reactivate from the action menu.
Their account is restored and their doctor profile is set back to Active. They can sign in straight away.

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Remove a member permanently

1

Open Members

Go to Settings › Members.
2

Find the member

Locate them in the table.
3

Remove

Select Remove from the three-dot action menu and confirm.
Removal is a soft delete. Historical records are preserved, but the member no longer appears in the UI — and this can’t be undone from the settings page. Use Deactivate instead if there’s any chance you’ll need to restore access later.

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What happens to past rosters?

Past rosters — generated, published, or archived — always show the doctor assignments they were built with. Deactivating or removing a member does not change historical rosters. This is why deactivation is preferred for clinicians who have actually worked shifts: their name stays correctly tied to the work they did.

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Next steps

Invite a team member

Bring a replacement on board.

Roles and permissions

Adjust someone’s access without removing them.