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Archiving or Un-Archiving Accounts/Sites
Archiving or Un-Archiving Accounts/Sites
Updated over 3 months ago


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.

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