Disabling an Employees or User’s Account

To disable a user’s account in Contractor Foreman, follow these steps to ensure the user no longer has login access while maintaining the integrity of any documents they created or modified.

Start by navigating to the Main Menu and selecting the Directory. This section contains all user profiles, including employees and subcontractors, in your system. Once in the Directory, filter the list to find the user you wish to disable by using the drop-down filter located to the right above the contacts list. Set the filter to show only Users. This will refine the list and display only users with login access to the system.

After filtering, locate and click on the name of the user you wish to disable. This will open the profile for that specific user.

Inside the user profile, to the top right corner of the page, you will find an option labelled Allow Login Access. To disable the account, simply uncheck this box. By doing this, the user will no longer be able to log in or access the system.

Even though the user’s account will be disabled, any documents the user created or modified—such as estimates, invoices, or reports—will still remain within the system. This ensures continuity and preserves the project history. The user’s account is simply locked from future login access.

To disable a user’s account in Contractor Foreman, follow these steps to ensure the user no longer has login access while maintaining the integrity of any documents they created or modified.