Remove users from job roles

Learn how to remove users from job roles.

Users can be removed from job roles anytime there's a change to your organisation's structure. Removing a user from a job role means they are no longer included in any reporting for the role. However, you can always add the user back to the job role if you need to. 

If you have organisation manager permissions, you can remove any user from a job role. However, if you have team manager permissions, you can only remove users that belong to the teams you manage.  

This article describes how to remove users directly from job roles. The same result can be achieved if uploading multiple users in bulk by importing a CSV file.

Remove a user from one or more job roles

Steps

1. Go to Administration in the top navigation bar of the manager portal.
2. From the left sidebar menu, go to Manage Users, then enter the user's first or last name in the user column of the "Active", "Pending", "Invited" or "Inactive" tabs.
3. Choose one of the following options:
   1. Hover over the row of your chosen user, click the drop-down menu  and click Edit.
   2. Click on the user's name, then in the upper right of their user transcript 
      click the drop-down menu  and click Edit.
   3. Click on the user's name, then navigate to their Job Roles under the Profile tab of their user transcript and click Edit.
   4. Click on the cross symbol next to the job role names  to remove the user from their job roles, then click Update.
      

Remove multiple users from a job role

1. Go to Administration in the top navigation bar of the manager portal.
2. Choose option a or b below:
   1. From the left sidebar menu, go to Manage Job Roles. Keep List View enabled and enter the name of the team you would like to add users to in the Job Role Name column, or scroll through your list of teams to locate the team.
      1. Next, click on the team name or hover the row of your chosen team, then click the drop-down menu and click Edit.
   2. From the left sidebar menu, go to Manage Job Roles. Switch to Card View and scroll through your list of teams to locate the role.
      1. Next, click on the job role name or hover the row of your chosen role, then click the drop-down menu and click Edit.
   3. Navigate to the Job Role Members table on the role details page. Check the box next to the users you would like to remove from the role, then click Remove Users from Job Role.
   4. Click Remove Users from Job Role to confirm.
      
      

      Note: You'll need to remove users from each of the "Active", "Invited", "Pending" and "Inactive" lists separately.