Deleting a Staff Member

When you delete a staff member from your organization, that person no longer has access to any part of your organization's Proliance installation. To delete a staff member, your security role must have permission to delete staff. For more information, see "About Security Permissions".

Proliance will not allow you to delete a staff member if it currently exists in any other work area. If you attempt to delete a contact in this situation, Proliance will notify you with a list of workspaces and portfolios in which the staff currently exists. Note that when staff documents are added to a workspace, they appear in the Contacts register of that workspace as regular Contact documents. For information on deleting contact documents, see "Deleting a Contact".

You can delete a staff member from any of three places:

To delete a staff member

  1. Open the Staff tab of the appropriate org company.
  2. — or —

    Open then Staff register.

  3. Select the check box next to the staff members you wish to delete and click Delete.
  4. — or —

    Open the Staff Member you wish to delete and click Delete The delete button..

    Proliance prompts you to confirm.

  5. Click Yes.

Proliance deletes the staff member.

Tip:

  • Instead of deleting a staff member, you may wish to simply deactivate the staff document. This changes the state of the staff member to Inactive, which allows you to reactivate that document later or to permanently delete the document if you choose. For more information, see "Staff Workflow Actions".

Note: