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For Admins: Removing manager access

Organisation administrators are responsible for assigning and removing manager access.

 

Use the interactive walkthrough above, or follow these steps:

  1. Navigate to the Organisation page in the left-hand navigation pane
  2. All managers who are assigned to an organisation will appear below the name of the team they are assigned to. Find the name of the manager you want to remove
  3. Click on the record to view the details of that item
  4. Click the delete icon to remove this Manager's access from this level of the organisation structure.
  5. If the manager has been assigned to multiple levels of the organisation, you'll need to remove them from each one separately

NOTE: Any employees this manager was responsible for will automatically report to the next available default manager above them in the organisation structure.

Additional step: removing manager from platform
If the manager is also offboarding from the platform complete the following steps

  1. Navigate to the employees page in the left-hand navigation pane
  2. Click the employee's row to access their details
  3. Select the Team/Department dropdown field
  4. Choose the Archive/Delete team
  5. Send an email to customersuccess@withyouwithme.com and your account manager will remove them for you.

Tip: To help you out, copy and paste this into the email and edit for yourself!

To: customersuccess@withyouwithme.com

Subject: Request: Remove users from [Company Name] Potential org

Content: To WYWM Account Manager, 

Employee(s) have been added to the Archive/Delete team in [company name]. They can now be removed from the system.

[Your name]