When a team member with a user account in Keela leaves your organization, you can follow the instructions below to transition their responsibilities to another person.
What to do When a Team Member Leaves Your Organization
We want the process of transitioning to a work-life without your team member to be seamless! We also want to make sure that no Projects or Campaigns fall through the cracks. Follow this checklist to ensure that everything is taken care of.
Add new team members
Have new a new team member you'll be assigning things to? Make sure you have invited the new Team Member to your Keela account first, and that they have accepted the invite and logged in successfully.
Reassign Projects and Tasks
When creating a Project in Keela you have the option of setting Team Members for the project, and Assignees for the tasks. When a team member leaves, you can change these to yourself, or other folks on your team.
Note: You will need to be a member of the Project in order to see it in your Keela account. If the person leaving your organization is the only one with access to a Project, please contact us for assistance.
To change Team Members on Projects
Navigate to Projects and click on any Projects your team member is a part of.
Once in the Project click on the Gear icon > Click Manage Members
Click on the X icon to delete a Team Member.
Click in the Add new member field and search for new Team Members to add.
[add section for re-assigning tasks]
Check Campaigns and Allocate to Team Members
It's also important to ensure that your previous team member's campaigns are assigned to other active team members too.
Navigate to Campaigns > Compare the Campaigns in the previous team members profile with yours > Click on any Campaigns which you are not a member of.
Once in the Campaign click on the Gear icon > Click Manage Members
Click on the cross buttons to delete members > Click in the Add new member field and search for your name to add yourself to the Campaign.
Deleting the Previous Team Member's Account
Now that you've ensured that your previous team member's Projects and Campaigns have been transferred to another Team Members, you can go ahead and delete their account.
From your existing account, click on your username in the top right hand corner of Keela > Click Organization Settings > Click on the Team tab > Locate the team member you wish to delete and click on the Delete icon.