AppWT CRM

Topic: Team and HR

Delete access for sub-admins

Learn who can archive and who can delete, and give one sub-admin delete access for a set time.

Video, 1 minute 2 seconds · 4 steps

This lesson uses Team & HR. If Team & HR is not in your menu, it is not turned on for your account yet. Ask AppWT to turn it on.

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Read the transcript Read the steps
Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • Who can archive and who can delete
  • How to give delete access
  • How to end it early
  • What it never covers

Step by step

  1. Step 1: Archive or delete

    On Team and HR, admins can delete people. Sub-admins archive instead, so a file can always be restored.

    The Team and HR list with the Archive and Delete buttons on each employee row.
    Step 1 screen, from the demo account.

  2. Step 2: Give delete access

    Open Delete access from the menu. Pick a sub-admin and how long, from 1 hour to 7 days. Then click Give delete access.

    The Give delete access form with a made-up sub-admin picked and 24 hours chosen.
    Step 2 screen, from the demo account.

  3. Step 3: Active now

    Active now shows who has delete access and when it ends. Click Revoke to end it right away.

    The Active now box with one sub-admin who has delete access, the time it ends, and a Revoke button.
    Step 3 screen, from the demo account.

  4. Step 4: The limits

    It never goes to an admin, and you cannot give it to yourself. Only admins can remove admins, and every step is written to the audit log.

    The How it works box that lists the limits on delete access.
    Step 4 screen, from the demo account.

Transcript

In this lesson, you will learn who can archive and who can delete, and how to give delete access for a short time.

On Team and HR, admins can delete people. Sub-admins archive instead, so a file can always be restored.

Open Delete access from the menu. Pick a sub-admin and how long, from 1 hour to 7 days. Then click Give delete access.

Active now shows who has delete access and when it ends. Click Revoke to end it right away.

It never goes to an admin, and you cannot give it to yourself. Only admins can remove admins, and every step is written to the audit log.

Next, learn how to use the Do Not Call list and lead follow-ups.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.