After adding a member to the mOS, making modifications or deleting it is a straightforward process. This help file will walk you through the exact steps.
✋ Before we start: please note that the ability to delete a member in the mOS requires an Admin role.
Editing an Organization member
Once a member is added, it will display on the My Organization screen of the mOS. To edit it, follow the instructions below:
- Go to the My Organization screen
- Find the member in question
- Click on the ellipsis on the right-hand side
- Select Edit contact details and Delete Contact
Deleting an Organization member
Once a member is added, it will display on the My Organization screen of the mOS. To delete it, follow the instructions below:
- Go to the My Organization screen
- Find the member in question
- Click on the ellipsis on the right-hand side
- Select Delete and Delete again
⚠️ Removing this member will result in their unassignment from any opportunities they were previously associated with
Once you've completed these steps, the selected member will disappear from the screen.