Difference between revisions of "Remove/Inactivate a Rep"
Jump to navigation
Jump to search
(Created page with "Inactive status is reserved for a rep who is no longer acting as a representative for the member. The rep’s information and history will be retained but there is a separate...") |
|||
Line 11: | Line 11: | ||
<li>Click '''Continue'''.</li> | <li>Click '''Continue'''.</li> | ||
</ol> | </ol> | ||
+ | |||
+ | [[File:MemberManagement.1.32.1.jpg]] | ||
+ | |||
==Reactivate a Rep== | ==Reactivate a Rep== |
Revision as of 19:40, 29 May 2015
Inactive status is reserved for a rep who is no longer acting as a representative for the member. The rep’s information and history will be retained but there is a separate distinction given to them in reports and lists. Removing a rep should be limited to a rep that was created by mistake. History and all reference to this rep would be removed.
Remove or Inactivate a Rep
- On the Reps tab, click the check box in front of the desired rep’s name in the List of Representatives area
- Click Remove/Inactive Reps. Figure 2-4: Remove/Inactivate rep
- Click Set rep as Inactive and leave in current groups, Set rep as inactive and remove from groups, or Delete rep records and remove from groups. See Figure 2-4.
- Click Continue.
Reactivate a Rep
The rep may need to be reassigned to groups if the rep was originally removed from groups when inactivated.
- On the Reps tab, click the check box in front of the desired rep’s name in the List of Representatives area.
- Click to select the Rep is currently active with this member check box in the Personal Information area.
- Click Save.
Note: Representative History will keep track of the members that this rep has been assigned. To view the history, locate the rep under Members->Reps tab. Open the Personal Information area and click History which is located after the “Rep is currently active with this member” checkbox.