In the ongoing progress of making envisage the foremost Growth Management System™ application ever, we’ve added an important feature on how members are “removed” from the system.
Until now, the only way to remove a member was to delete them. This meant that the graphs and objectives assigned to that member had to be either deleted or archived too. It also meant that the connection between the individual and the result was severed.
Trying to figure out 2 years from now who achieved result “X” was cumbersome.
That’s why we’ve added the ability to archive a member. This means that the individual can no longer access your envisage organisation, but all information remains accessible, so you can still see who created what result, even when they’ve left the company.
We also prevented a member from being removed if they have assigned graphs, objectives, posts and events.
Here’s the choices you now see in the Member settings:
And when you choose “Archive Member,” you’ll see this warning.
It’s another useful tool that helps you manage growth.
Of course, the first step is having all of your members using envisage and posted on your org chart. If you need help creating your org chart in envisage, let us know, we offer full onboarding for your entire team.
And check out our help docs for more information on How to Archive or Remove a Member.
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Know how to grow with envisage! The world’s first Growth Management System™ Application with Statistics, Org Charts, Objectives, Trends, Events and Reports. Try for free on a no-risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto Envisage.
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