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IIABA - De-activate a representative from an Agency or Branch

Updated

It is expected that representatives may leave an agency or branch. In this case, best practice is to de-activate the representative in GrowthZone following standard procedures.

 

  1. On the Overview tab of the Agency/Affiliate contact record, click the pencil icon for the representative you wish to remove from the Agency/Affiliate.

  2. On the Edit Contact screen clear the "Active" checkbox and click "Done".

Once the representative is de-activated, its status will be changed to non member and this status change will be sent to AD.