How to Delete an Associate Profile

Managers and Admins can delete an associate's profile in the Dashboard by following the steps below:

1. Click on the Manage tab. 

2. Click on Associates.

3. Search for the profile you would like to delete. Click the associates name. 

4. Click on Edit Associate.

5. Click on the Trash icon located on the left side of the screen. Click CONFIRM on the pop-up.
   
   
   
   

6. There will be another pop-up asking if you would like to re-assign this associate's clients to another associate. If so, choose one associate to re-assign those clients to, then click SAVE. 

That profile will now disappear from your list of associates. 

If you have any questions regarding the Dashboard, reach out to our Customer Support Team at [phone] or [e-mail].