If an employer contact has left their Employer, you can preserve the data without deleting their existing information in the platform. There are several options for how to do this.
Sections
- Change the Contact's Employer Name to "Inactive"
- Add a Custom Attribute for "Inactive/Do Not Email" on the Contact Profile
- Reject the Contact Record
- Delete the Contact Record
- Options for Limiting/Removing Site Access
- Deleting Employer Users
- Reviving a Contact
Change the Contact’s Employer Name to “Inactive”
- Create a new Employer record called "Inactive" by clicking the Employers tab in the left hand navigation bar and clicking + Add New Employer in the right hand corner of the screen.
Edit the Contact Profile record so that they are tagged to the new employer record called “Inactive” (can be done via a Bulk Update)
Set Contact Visibility = “Myself and All Career Advisors” so this contact is hidden from student view (can be done via a Bulk Update)
This will allow you to keep the original Contact data you have collected
You can easily filter for / find Contacts who are currently “Inactive” by searching for “Employer Name = Inactive” in your directories
The Contact will still remain linked to their previous Employer record as a “Former Contact” and the Contact will appear tagged as “Inactive” in the “Former Contact” list
You can reactivate Contacts by changing their “Employer Name” to their new Employer name once they come back to work with your team
Add a Custom Attribute for "Inactive/Do Not Email" on the Contact Profile
Add a custom attribute called “Inactive” or “Do not email” to the Contact Profile
Update this custom attribute on the Contact Profile(can be done via a Bulk Update)
Set Contact Visibility = Myself and All Career Advisors (can be done via a Bulk Update)
Benefits:
This can be done in addition to changing the contact's employer to Inactive to manage inactive contacts.
If this is done separately from changing the contact's employer to Inactive, the contact record will remain connected to their original Employer record.
Reject the Contact Record
“Rejecting” the Contact Profile will remove the record from being visible in your Contact Directory for both admin and students (can be done via a Bulk Update)
Benefits:
This will move the Contact into rejected status and will allow you to find them if you add the filter “Approval Status = Rejected” on the Contact Directory
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This will freeze the Contact data in case you want to “approve” them back into your Directory in the future.
Delete the Contact Record
If you don’t need to keep any of the data associated with a Contact you can delete the Contact from your Directory (this will delete all meetings, notes, tasks)
Options for Archiving Inactive Employer User Records
Disable Employer Access to the Platform
Site Management → Manage Users → Employer Users → Select an Employer user from the list
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Toggle the Access Permission called: “User Can Access YOUR SITE” to “Off”
Benefits:
This will prevent them from being able to log in to use your 12twenty platform
If the employer attempts to log in they will see a message that says “You do not have access to this site.”
Remove/Limit Employer Access Levels to your System
Create a new Employer User Role with limited access to the system (for example: Denied Access Role)
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Edit the Employer User’s “User Role” to this new option
This will still allow the user to continue to access your site, but only to certain tools.
You can create and edit user role permissions by going to your Site Management - Manage Users - Employer User Roles - Click on “Add New User Role” or select the three dots next to any existing user role to edit the permissions of that role.
Benefits:
Allows the Employer User to login to your platform with limited access and gives them the ability to update their Account information in the future
Delete Employer Users
Allows the Employer User to login to your platform with limited access and gives them the ability to update
You can email support@12twenty.com with the email address of the Employer User you would like to have deleted from the system.
Benefits:
All data for this employer user and accompanying activity will be completely removed from your system.
Reviving a Contact
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Reverse any of the steps above
Change their Employer Name
Update data for your custom attribute
Add a new Contact Record with their updated information
Ask the employer to sign up as a new user with their new contact information and approve the new contact record into your system
Re-enable access permission for an existing employer user account
Update the “User Role” for the existing employer user account