Offboarding team members

When a team member leaves you will need to ‘Offboard’ them to ensure they no longer appear in dashboards and reports where they are not required.

From the ‘Staff Settings’ tab in the ‘Account Settings’ find the team member you wish to offboard and select ‘Update’.

Select the ‘Offboard’ button in the bottom left of the pop up.

From there you can enter their ‘Last Day’ and press ‘Save’.

From there the team member will be moved to the ‘Past’ tab on the Staff Member list and no longer appear in the dashboard.