When an employee leaves

Do this the same day the person walks out the door. Their TracsConnect account still has access to customer phone numbers, vehicle records, work-order history, and (for higher-role accounts) settings that affect the whole shop. Waiting until the next billing or payroll cycle is too long.

What to do

1. Open Admin > Users.
2. Find the person who’s leaving.
3. Remove them from the tenant. If your policy requires a short handoff instead, revoke sensitive permissions and remove all shop access until the account can be removed.
4. Confirm they no longer appear with access to any shop in a multi-shop tenant.
5. Have an Owner or Admin review Permission Audit if the person could change users or permissions; recheck any accounts they modified recently.
6. Update any place that referenced their email or phone: texting templates, automations, integration credentials, report recipients, scheduled notifications, and on-call lists.
7. Update their TRACS employee record the way your shop normally does — this keeps the dashboard and TRACS in sync.

Why same-day matters

A former employee’s dashboard login keeps working until you remove it. That means they can still see customer contact info, vehicle history, and anything else their role gave them access to. For Owners and Admins, it also means they could change billing or invite new users. Removing access the same day shuts that down before anything goes wrong.