Archiving or Un-Archiving Accounts/Sites | FlowPath Help Center

Archiving or Un-Archiving Accounts/Sites

Download PDF → HowToArchiveAndUn-ArchiveAccountsInFlowpath.pdf

How to Archive and Unarchive Sites in FlowPath

1. Access Global Settings

   • Log into FlowPath.

   • Go to global settings.

2. Navigate to Accounts or Sites

   • Click on accounts or sites from the list provided.

3. Select Site to Archive

   • Choose the site you want to archive.

4. Check for Users and Locations

   • Ensure there are no users associated with the locations of the site before archiving.

5. Archive the Site

   • Scroll down to find the "archive account" option.

   • Click on "archive account" and confirm the action.

6. Verify Site Archival

   • The site is now archived and will not appear in drop-downs for work orders or site searches.

7. Unarchive a Site

   • To restore an archived site, click on the archived site.

   • Scroll down to find the "archive account" option.

   • Click on "archive account" and confirm the action to unarchive the site.