How to manage resource deletion and preserve historical data?

To delete one or more resources in Beeye, you must have access rights to resource management.

Steps to delete one or more resources:

Go to the Resources page
Select the resource(s) to delete
- Search for the resource(s) you wish to remove.
- Check the box to the left of each name to select them.

Click the Delete button
- A confirmation pop-up will appear.
- Click Delete to confirm.

If a resource has recorded actual-time entries in their timesheet, their account will not be deleted but archived, and their entry history will be preserved in the environment.
An archived resource can be reactivated at any time if needed.
Once deleted, the resource will still appear in the list but will be marked in red if they have recorded time.

Consequences of deletion:

Access removed: The resource will no longer be able to log in to Beeye or access any data or features.
License available: The license used by the resource will become available and can be assigned to another user.
Planning and tasks: Deleting a resource may affect planning and tasks assigned to them. It is recommended to reassign their tasks to other team members before deletion.

Warning:

Modifying a license in virtual mode will delete all actual-time entries associated with the resource.
This method is only recommended if you intend to permanently delete the resource along with all their history.