Retiring Members
Retiring members ensures their data remains in D4H while removing them from active member lists and revoking their account access. For this reason, retiring a member is recommended over deleting them.
đ ACCESS LEVEL REQUIRED: Owner or Editor
âšī¸ NOTE: Owners can configure retirement reasons under Team Settings by going to Modules > Members and then selecting to add or edit Retirement Reasons.
â ī¸ ATTENTION: If the member has been issued any equipment, ensure those items are moved to a new location or mark those items as retired prior to changing the member status to Retired. If not the system would throw an error.
Retiring an Individual Member
- Go to Planning > Members
- Open the Member's Profile
- Click Update Details
- Click the Status field on their profile and select Retired
- Select a Retired Reason from the list of options
- Select a Retired Date
- Click Finished to save your change
Bulk Retiring Members
- Go to Planning > Members.
- To bulk select members;
- Check the box next to the Ref column to select all members
- Use Select None to clear the selection
- Choose an All items option for bulk selection
- Or, manually select specific members by checking individual boxes
- Open the Bulk Action dropdown in the top left and select Retire
- In the popup;
- Select a Retired Date
- Select a Retired Reason from the list of options
- Click Update # items... to apply the changes