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Deactivate a Member

  • Updated:

To remove/deactivate a member from the organization, some housekeeping needs to take place first. This ensures that no Requests are left unassigned.

 

Important Notes

  • If the user is set as the auto-assigner, the auto-assignee, or is listed in the 'email to route request' field, they must be replaced before deactivating the user.
  • Deactivating a member from your organization does not delete their SeeClickFix 311 CRM account. If the user has been set up with a handle, this handle will remain within the CRM system to preserve historical pings, and cannot be re-used.

 

 

Instructions

  1. Reassign all Open or Acknowledged issues that are currently assigned to the user
  2. Navigate to Profile, then select Manage Organization
    Profile menu with Manage organization selected.
  3. Select the Members tab
    Members tab.
  4. Click the Edit option next to the member you wish to remove
    Edit member icon.
  5. Click Deactivate Member 
    Deactivate member button.
  6. Select Confirm on the pop-up that says Are you sure you want to deactivate this membership?
    Confirm removal pop-up window.

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