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Remove a Person from a Company

Learn how to remove a person's record from their parent company in Novi.

Pete Zimek, CAE avatar
Written by Pete Zimek, CAE
Updated over a week ago

To remove a person from the staff list of a company, go to the person's record and delete that person's parent.  This will remove the person from the company's staff list and remove any benefits that the person may have been receiving because of their relationship or employment with the parent company.

Workflow

  1. Open the staff person's record

  2. Click into the Parent Member field

  3. Delete the parent from the field (backspace)

  4. Optional: Add the new parent for the person's record

  5. Click the Save button

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Related Articles

  • Learn more about the setting options for who can change an individual's parent company - (1) allow edits from the Member Compass, or (2) lock down to admin-only on the backend.

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