Inactive status is reserved for a Rep who is no longer acting as a representative for the member. The Rep’s information and history will be retained, but a separate distinction is given to them in reports and lists.
- For the desired member, click the Reps tab.
- In the Lists of Representatives, select the checkbox for the Rep you wish to inactivate/remove.
- Click the Remove/Inactivate Reps link.
- Choose one of the following options:
- Set rep as inactive and leave in current groups: This option will set the rep as inactive (and deactivate MIC login credentials), but leave the rep in any groups he/she is participating in.
- Set rep as inactive and remove from groups: This option will set the rep as inactive (and deactivate MIC login credentials), and remove from any groups he/she is participating in. This will remove from ALL groups.
- Set rep as inactive and inactivate in groups: This option will set the rep as inactive (and deactivate MIC login credentials), and deactivate in any groups he/she is participating in. When deactivated in a group, the rep would not receive email notifications sent to the group. This will deactivate in ALL groups. If you wish the rep to remain active in certain groups, select this option, then reactivate in the individual groups.
- Delete rep records and remove them from groups: This option will permanently delete the representative. This is not recommended practice, as historical information is maintained about reps in the database, and all will be deleted. If deleted, and you wish to restore, GrowthZone can do so, but fees will be applied.
- Click Continue. The Rep will be visible on the Member Representatives list but display as Inactive and the checkbox indicating they are active with with member will not be checked.