Delete a staff from the team

Effectively managing your team in Yoplanning.pro includes the ability to remove a staff member's access when necessary. Whether for administrative or personal reasons. This article will explain how to delete a staff securely, while preserving the integrity of your data.

What is this feature for?

Deleting a staff member from your team allows you to revoke this member's access to the Yoplanning.pro application. It is important to note that this action does not delete past data or your ability to view that data. You can re-invite the same staff at any time using their email address, and all previously established settings will be restored.

Steps to delete a staff

1. Access the staff list:

   • Open Yoplanning.pro and log in to your account.

   • In the navigation menu on the left, click Administration then select Staff to open the list of your team members.

2. Find the staff to delete:

   • Use the available filter to quickly find the staff concerned. You can filter by name, role, or any other relevant criteria.

3. Remove staff access:

   • Next to the name of the staff you want to remove, click on the Three Little Dots menu to open the advanced options.

   • Select Remove access. You will be asked for confirmation to ensure that this action is not accidental.

4. Confirmation:

   • Confirm the deletion. The staff will be immediately removed from your team on Yoplanning.pro and will lose all access to the system.

Tips for use and best practices

• Check before deleting: Make sure deleting staff is the right decision. Consider the implications for your daily operations and data management.

• Inform the staff: It is recommended to inform the staff of its deletion before proceeding, to avoid any confusion or misunderstanding.

• Data retention: Rest assured, deleting a staff will not affect the historical data or the reports in which they are involved.

Common problems and solutions

• Unable to find staff: Make sure you use the filters correctly. If the staff still does not appear, check if it has not already been deleted or if you have the necessary rights to perform this action.

• Error deleting: If an error occurs, check your internet connection and try again. If the problem persists, contact Yoplanning.pro technical support for assistance.

Deleting a staff is a sensitive feature that must be used judiciously. By following this guide, you will be able to manage this task securely and efficiently, while maintaining the integrity of your team management and associated data.