Deactivate a Member

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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-assignee, or is listed in the SLA "Escalate To" field on any Request Categories, 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. Sign in to your site

  2. Reassign all Open or Acknowledged issues that are currently assigned to the user

  3. Navigate to Profile, then select Manage Organization:The User Profile dropdown menu with the Manage Organization option highlighted.

  4. Select the Members tab:The Manage Organization screen with the Members menu option highlighted.

  5. Click the Edit option next to the member you wish to remove:The Manage Organization Members screen with an Edit Member (Pencil) icon highlighted.

  6. Click Deactivate Member:The Edit Member screen in Manage Organization with the Deactivate Member button highlighted.

  7. Select Confirm on the pop-up that says Are you sure you want to deactivate this membership?:A confirmation dialog window asking 'Are you sure you want to deactivate this membership?' with the Confirm button highlighted.