Remove or downgrade a staff member

Steps and permission impact.

Remove or downgrade a staff member who no longer works at your library.

Where

Settings → Users → find them → Edit

Options

  • Downgrade to Member: keeps their account but removes back-office access
  • Deactivate: account is paused, can be reactivated later
  • Delete: permanently removes the account

Downgrade to Member

Their patron account stays. They can sign in but only see the patron portal, not the back office. Useful if a librarian-volunteer has moved on but you want them to still use the library.

Deactivate

Their account is paused. They can't sign in. Reactivate later from the same screen if they come back.

Delete

Permanent removal. Their patron record is removed but loan history is preserved (anonymized).

Effect on data

  • Loans they made stay attributed to them (until you delete, in which case attribution becomes "Removed user")
  • Patrons they added stay
  • Books they catalogued stay
  • Sales leads they touched stay
  • Email templates they edited stay

Reassigning their work

If they were the primary admin (the only one), promote someone else BEFORE downgrading or removing them.

Limit of zero admins

You can't have zero admins. The system requires at least one. If you try to demote the last admin, you'll get an error.

Still stuck? Email hello@tryshelfwise.comand we'll get back within one business day.