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
- Reassign all Open or Acknowledged issues that are currently assigned to the user
- Navigate to Profile, then select Manage Organization
- Select the Members tab
- Click the Edit option next to the member you wish to remove
- Click Deactivate Member
- Select Confirm on the pop-up that says Are you sure you want to deactivate this membership?
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