Removing Access for Former Team Members

Sadly, some members of our teams have to leave ... here is how Planful for Marketing administrators can manage that process as painlessly as possible!

Removing the User

Here are the steps to remove a user from Planful for Marketing:

1. Navigate to Settings > My Team.
   
2. Select the user you want to remove and click the delete icon next to their permissions.
   
3. Review the additional information about what will happen when you remove the user.
4. Click Remove User.

If you remove a user from Planful for Marketing, it will revoke all of their permissions, including their ability to log in.

Additionally, any items they owned, such as campaigns, expense groups, and expenses, will remain under their ownership, but their name will now be marked as Inactive.

Reassigning Ownership

It is a straightforward process to reassign ownership of items that belonged to a removed user. The easiest way to do this is to access your filters and search for the removed user under the Owner filter. 

After filtering for the removed user, you can easily select multiple campaigns, expense groups, or expenses and reassign ownership to the appropriate new owners.