8 steps to complete
Click the Associates tab.
The Associates tab.
You are now on the Find Associates page.
From the Find Associate page, click the Movements tab.
The Movements tab.
You are now on the Tree Movements page.
Click the Delete Node button.
Delete Node button
This will call a pop up to the page.
In the Tree dropdown, select the tree where the movement is to be made.
In the Associate Remove field, enter for the user being removed, by name or ID.
Note: This will smart search the system and the user can be easily selected from the list.
Associate Remove field
Select the associate.
When fields are complete, click the Add Deletion button.
Add Deletion button
The proposed movement is not immediately committed. It will be added to a queue on the Tree Movements page.
Note: A Commit Movements button will also appear. Review the tree moves to be made.
Click the Commit Movements button once the movements are reviewed and are correct.
Note: The system will process the commitments. Any errors that occur will display on the individual movement tiles so the ASR can easily identify what failed. If the commitment was successful, the tile will disappear from the page.
The Commit Movements button.
The tree movements are complete and the associate now has a new enroller and placement upline.
You now know how to remove an associate through tree movements.