Witsmate lets you to edit, archive and delete Users. However you must have admin privileges to edit, archive and delete Users.
Points to Know:
You can archive a user at any point of time however its always a good practice to review OKRs progression before archiving a user.
You cannot edit email id for the selected user.
To delete user, there must be no objectives owned by that user.
You cannot delete a user with Manager profile. Witsmate recommends a management decision to assign a replacement before deleting/archiving a Manager.
To edit, archive or delete a User perform below listed steps:
From the Vertical Menu Bar, click Settings and go to the Users tab.
You can search for a user by name or by associated team & edit the following details of a user:
Edit the first and last name of the user.
Edit assigned Role and Designation.
Edit the reporting manager.
(Optional) Edit and Select up to 5 teams to which the user belongs to.
Click three horizontal dots and select from the Archive, Edit and Delete options.
To edit a user :
To Archive a user :
To Activate a archived user back :
To delete a User you must make sure the user has no objectives assigned: