How do I remove people from a group?
- As a Manager:
There are two ways to remove a staff member from a Group. -
- Bulk Action
On the Staff Tab, you can choose to remove staff from their groups through the bulk-action feature.
- Bulk Action
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- Individually
Inside the Group details Popup, under the Group Members Tab, you can remove Staff individually by hovering over their Row and selecting the Red “x” beside their name.
- Individually
Please Note: Group Leaders cannot be removed from a Group. If you need to remove a group leader, you must delete the entire group first.
- As a Staff Member:
Once a Staff member has committed to a group, they cannot remove themselves from the group. They must contact the Opportunity Manager to do it for them.