Offboarding

This document describes the process for the actions Partner Community Users will be asked to perform to remove those no longer performing duties as Eagle Leaders (offboarding).

Step 1: Use the search bar to pull up the record.

Step 2: Select the name from the Search results to bring up the member record.

Step 3: From the member record, select Edit

Step 4: Scroll down to the Eagle Leader Information section. Fill in EL End Date field and Save.

Step 5: After you Save, verify it was successful in the header as the Eagle Leader box will be unchecked.

Offboarding actions (remove role information, Expensify access, and email access) will be handled at the National level.

0 Comments

Add your comment

E-Mail me when someone replies to this comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.