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      Lock & Delete a Team Member

      What

      This article provides a step-by-step guide on how to lock and delete a team member's account in ShareBuilder CRM when they leave the company.

      Why

      When a team member departs, it's crucial to revoke their access to sensitive information within ShareBuilder CRM to maintain data security. Locking their account prevents unauthorized access, and deleting the account ensures that all associated data is appropriately managed.

      How

      Locking a Team Member's Account:

      1. Navigate to the 'Our Team' Page:

        • Click on Our Team in the left-hand navigation bar.

      2. Select the Team Member:

        • Choose the individual you wish to lock out.

      3. Access the Administration Tab:

        • Click on the Administration tab.

      4. Lock the User:

        • Toggle the Lockout User? slider to the 'On' position.
        • Provide a reason for the lockout.
        • Click Save at the top of the page.

      After locking the user, a red lock icon will appear next to their name on the 'Our Team' page. You can view the number of accounts they managed and reassign active accounts to other Account Executives (AEs). Remaining accounts can be moved to the 'House' account. This process preserves historical financial information, as it follows the account.

      Deleting a Team Member's Account:

      1. Ensure All Accounts Are Reassigned:

        • Before deletion, confirm that all active accounts have been transferred to other AEs or moved to the 'House' account.

      2. Navigate to the 'Our Team' Page:

        • Click on Our Team in the left-hand navigation bar.

      3. Select the Team Member:

        • Choose the user you wish to delete.

      4. Access the Administration Tab:

        • Click on the Administration tab.

      5. Prepare for Deletion:

        • At the bottom of the page, enable the sliders to:
          • Move all accounts held by the AE to the 'House' account.
          • Make any private contacts public.

      6. Delete the Team Member:

        • Once the sliders are enabled, a Delete Team Member button will appear.
        • Click this button to remove the team member from your lists.

      After deletion, the team member will no longer appear in your lists, but their historical data will remain accessible.