If the user is an employee
To remove a user who has no subordinate employees from CatalystOne Engage:
- Navigate to the user in the organization tree by clicking “Organization” and searching for the user’s name or email address.
- Click the gear wheel next to the user’s name.
- Choose “Remove [Name]“.
- Confirm the removal by clicking “Remove [Name] from CatalystOne Engage“.
If the user is a manager
To remove a user who is a manager from CatalystOne Engage:
- Navigate to the user in the organization tree by clicking “Organization” and searching for the user’s name or email address.
- Click the gear wheel next to the user’s name.
- Choose “Make [Name’s] position vacant”.
- Confirm by choosing “Make [Name’s] position vacant” again.
- When asked if the user should be removed from CatalystOne Engage, click “Yes” (if this is the case).
30 day recovery period
When a user is deleted from CatalystOne Engage, the user’s account will continue to exist for 30 days in CatalystOne Engage, to allow for reactivation in case of an accidental deletion. However, the user cannot access CatalystOne Engage during this time, will not participate in any surveys and will not be part of the organization tree, but must be reactivated before being able to log in again. After the 30 day period, all the user’s personal data is erased, and cannot be restored.