How to remove or archive clients from the Back Office Dashboard?

The GuardsPro provides admins with the flexibility to manage client records efficiently. At times, certain clients may become inactive or no longer required, and you may need to archive or permanently remove them from the system.

Archiving allows you to temporarily hide a client while keeping their data intact, whereas removing ensures permanent deletion. This helps keep the Back‑Office Dashboard organized and up to date.

✅ This guide will walk you through the steps to remove or archive clients from the Back Office Dashboard:

🧭 Step 1: Navigate to Clients

• Click on the Clients tab from the main menu.

• Select Clients from the dropdown.

• From the list of clients added, click on the three‑dot menu next to the client you want to remove.

• Select Archive.

📂 Step 2: View Archived Clients

• Once archived, the client is moved to the Archived list.

• To view archived clients, click on Filters.

• Choose Archived under the Status section and click Submit.

🛠 Step 3: Manage Archived Clients

• From the archived list, click on the three‑dot menu next to the client.

• Select the appropriate option:

  • Delete – Permanently remove the client from the system.

  • Restore – Reactivate the client and move them back to the active list.

🎯 That’s it! With GuardsPro, archiving or removing clients is quick and efficient. Archiving helps you manage inactive clients without losing data, while deleting ensures permanent removal. By using these options, admins can keep the Back Office Dashboard clean, organized, and up to date.

For any further questions, please feel free to contact our support team anytime.