Delete a Staff Member

Permanently remove a staff member after transferring their records.

Prerequisites

• ClinicAdmin or OrganizationAdmin role

Steps

1. Navigate to Staff Management.
2. Select the staff member to delete.
3. Click “Delete.”
4. The system displays all reassignable records:
   • Sessions (assignedTo)
   • Leads (assignedTo)
   • Appointments (assignedTo)
5. For each category, select a recipient staff member (must be active, same clinic).
   • You can assign different categories to different recipients.
6. Confirm the deletion.
7. The system atomically reassigns all records and marks the staff member as Inactive.

What Happens After Deletion

• The staff member cannot log in (all tokens invalidated).
• The staff record is NOT physically deleted — it’s retained for audit log attribution.
• Audit log entries still show the original staff member’s name.
• Attribution fields (createdBy, authoredBy) on records are never changed.
• Only the assignedTo responsibility fields are transferred.

Restrictions

• You cannot delete the last active ClinicAdmin in a clinic.
• You cannot delete the last active OrganizationAdmin in an organization.
• Deletion is blocked until all reassignable records have a recipient assigned.