Scenarios for Removing Individuals:
- Terminated Employees:
- Remove individuals who are no longer part of your organization.
- Updating Org Chart:
- Delete individuals no longer linked to active teams or groups.
- General Cleanup:
- Remove outdated or duplicate records from the system.
Option 1: Manual Deletion for Individual Users
If you only need to remove a few individuals:
- Navigate to the Audience Page:
- Go to Audience > Individuals.
- Select the Individual(s):
- Use the checkbox next to the name(s) of the individual(s) you want to delete.
- Delete the Selected Individuals:
- Click Delete in the upper-right corner to remove them from the system.
Option 2: Bulk Deletion via Import
For removing multiple individuals or terminated employees:
- Download the Individuals Import Template:
- Go to Audience > Individuals > Import > Download Template.
- Prepare the File:
- Add the names of the individuals to be removed.
- In the Job Title column, label them as “To Be Deleted” (or use another identifier).
- Import the Updated File:
- Upload the file back into the system.
- ChangePlan will detect duplicates (based on email addresses) and allow you to update their records.
- Search for "To Be Deleted":
- Go to Audience > Individuals and search for "To Be Deleted" in the search bar.
- Perform a Bulk Delete:
- Select all results using the checkboxes.
- Adjust the number of rows displayed at the bottom of the screen (if needed) to speed up the process.
- Click Delete in the upper-right corner to complete the bulk removal.