Staff, roles and organisation
Deactivate staff access safely
Practical Pixie CRM instructions for deactivate staff access safely, including where to go, what to check and how to confirm the change saved correctly.
Where to goSetup → Staff → Change Status
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for deactivate staff access safely, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Setup → Staff → Change Status in Pixie CRM.
- Open the target record or setting and review its current status, linked records and recent activity before changing or removing anything.
- Review the controls that matter for this task: Name and email, Role, Departments, Permissions.
- Then check Language, Active and authentication settings. Use verified information and do not fill optional values with placeholders.
- Complete Deactivate staff access safely using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Name and email
Role
Departments
Permissions
Language
Active and authentication settings
Checks before you finish
- Apply least-privilege access.
- Confirm role, department and active status.
- Review sensitive permissions before enabling an account.
- Verify access using the intended role.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.