archiving staff accounts

TABLE OF CONTENTS

• Walkthrough
• Archiving Staff in Bulk
• Archiving Staff (Individual)

Walkthrough

Archiving Staff in Bulk

Here's how to quickly archive one or more staff members.

1. On the left, in your Mission Control, click Reporters, Staff, & Sites (this title may vary depending on your program).

   
   

2. Under the Manage Staff section, click Manage staff accounts.

   
   

3. Select the checkboxes alongside the staff members whose accounts you'd like to archive.
   
   
4. In the "Select action" drop-down menu at the top, you'll see a number to the right of the "Select action" text. That number confirms the total number of staff members that you have selected.
   
   
5. Open the drop-down menu and click Archive Selected.

Archiving Staff (Individual)

Here's how to archive a staff member from within their individual profile.

1. On the left, in your Mission Control, click Reporters, Staff, & Sites (this title may vary depending on your program).

   
   

2. Under the Manage Staff section, click Manage staff accounts.

   
   

3. Scroll through the list of staff members until you find the staff member you wish to archive. You can also use the "Filter by name" box at the top right of the staff list and search for that staff person's name.
   
   
4.  Click on the name of the staff person you would like to archive.
   
   
5. In the Name & Contact Details panel, next to their status, click the folder icon to Archive this Account.
    
6. The staff member's status will now indicate they are Archived.