Removing Access for Former Team Members

Sadly, some members of our teams have to leave ... here is how Plannuh administrators can manage that process

It's never easy when a member of your team leaves your organization.  Plannuh makes the administration of their access to your marketing plan as painless as possible. 

Removing the User

You can remove the user from Plannuh by clicking the "delete" icon next to their permissions on the My Team page, which can only be accessed by Plannuh administrators. Once you click to remove them, you will be prompted with additional information about what happens when you remove the user as well as options to either confirm or cancel.

As the prompt says, removing this user will revoke all of their permissions including their ability to log into Plannuh. The items they own, such as campaigns, expense groups, and expenses, will remain under their ownership, but their name will now be marked (Inactive). 

Reassigning Ownership

It is quite simple to reassign ownership to items belonging to a newly removed user. The easiest way to do this is to go to your filters and filter for the removed user under Owner. 

After you filter for the removed user, you can simply bulk select and reassign ownership of the campaigns, expense groups, or expenses to the proper new owners.