To remove or deactivate members of your organization from your QuotaPath Workspace, select 'Settings' on the left hand navigation menu. Next, select 'Members.'
Click the 3-dot menu icon, and select 'Remove from workspace'. Choose one of the below two options from the menu:
Archive (Most Common): Earnings, attainment and payout data will still be accessible. Admins can reactivate archived members.
Delete: All data for this user to-date will be deleted from the Workspace. You will be made the owner of this user's plans. This cannot be undone.
Select one of the above two options, and then click the 'Save' button.
Once a member is archived, you'll be able to continue to filter for that user's data using the Owners filter. Archived members will appear in the "Inactive" section of the dropdown, as shown below:
In addition, you'll still be able to edit the plan effective dates for archived members to ensure only eligible commission data appears in that plan for that member when approving earnings and scheduling payouts.