When Someone Leaves
Staff change jobs and roles change. When someone should no longer have access to your organization, deactivate their account so your members' information stays with the people who need it.
Step 1: Open the Team Tab
Select Settings in the left-hand menu, then Team.
Step 2: Open Their Actions
Find the person in the list and select the three dots on their row. The User Actions menu opens.
Step 3: Deactivate
Select Deactivate User.
Before You Deactivate
Check the members that person was supporting. Look at each member's next action and recent notes so nothing they owed a job seeker gets dropped, and make sure someone on your team picks it up.
Frequently Asked Questions
Can I transfer ownership of the organization?
Transferring ownership is coming soon. It will only be possible to move ownership to an existing member of your organization.
Can I see what a staff member accessed?
Admins can open Settings, Advanced, then Open Audit Log to see the last 90 days of views and exports.
How do I remove a job seeker instead?
Open Settings, Members, select the three dots next to the member and choose an option like Archive member.
What to do next
Need Help?
If you need help deactivating someone, email support@metaintro.com.