Step 1: Navigate to the Initiative

1. Open the Initiative Dashboard for the initiative you want to update.

2. From the Single Initiative View, click on the Audiences tab.

Step 2: Removing Org Chart Levels

1. In the Org Chart Tab, locate the group or level you wish to remove.

2. Select the group(s) by clicking the checkboxes on the right.
• You can select multiple groups or levels at once.

3. At the upper right corner, click on Actions and choose Remove from Initiative.

4. Confirm the removal in the pop-up to finalize.

Step 3: Removing Individuals

1. Navigate to the Individuals Tab.

2. Select the individual(s) you want to remove by clicking their corresponding checkboxes.
• Use the multi-select option to remove multiple individuals at once.

3. Click on Actions at the top-right corner and choose Remove from Initiative.

4. Confirm the removal in the pop-up box.

Step 4: Removing Custom Groups

1. Go to the Custom Groups Tab within the Audiences section.

2. Select the custom group(s) you want to remove by checking their respective boxes.

3. Click Actions at the upper right and choose Remove from Initiative.

4. Confirm the action in the pop-up to complete the removal.

Additional Tips

• Bulk Removal: Use the multi-select feature to save time by removing multiple items (org chart levels, individuals, or groups) in one action.

• Review Changes: Before confirming, ensure that the selected audience is no longer required for the initiative.

• Custom Groups: Keep your custom groups updated to reflect current project needs.

Important Notes

• For Admin Users:
• Admins have the option to remove individuals entirely from the company in addition to removing them from an initiative.
• Use caution when removing individuals from the company to avoid losing important records.

• Non-Admin Users:
• If you’re not an admin, you can only remove stakeholders or individuals from the initiative, not the entire company.