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 (Citizen Request Management) 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?