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.

Retiring an Individual Member

1. Go to Planning > Members
2. Open the Member's Profile
3. Click Update Details
4. Click the Status field on their profile and select Retired
5. Select a Retired Reason from the list of options
6. Select a Retired Date
7. Click Finished to save your change

Bulk Retiring Members

1. Go to Planning > Members.
2. To bulk select members;
   1. Check the box next to the Ref column to select all members
   2. Use Select None to clear the selection
   3. Choose an All items option for bulk selection
   4. Or, manually select specific members by checking individual boxes
3. Open the Bulk Action dropdown in the top left and select Retire
4. In the popup;
   1. Select a Retired Date
   2. Select a Retired Reason from the list of options
5. Click Update # items... to apply the changes