Admins
Removing a rep
Remove stops the login now; the products keep the rep's history.
Removing a rep from the hub is the first step when someone leaves. The products are next.
Steps
- Team on the products page: Remove beside the name.
- The hub login stops immediately, and the seat drops from the next invoice.
- Open each product and reassign the rep's work: partners and referrals in Referrals, standings in Contests, open lines in Commissions.
- For Pipeline, tell Support@R2Roadmap.com; the R2 team moves the rep account and its number to the replacement.
Good to know
- History stays with the office. Nothing the rep did disappears.
- The full checklist is in When a rep leaves.