How to remove an operator
1. Click to open the operator module from the left hand side panel.
2. In the Operator table click the 3 dots to the right of the operator you wish to remove
3. Select Remove Operator
The operator will no longer be able to perform works for any client you have connected them to
* Please be aware that an Operator cannot be removed:
1. If they have third party business connections. You must first remove these before they can be removed. To learn more on how to remove these please see this help article: Managing Third Party Business connections for employed operators
2. If there is an open case against them. The case needs to be closed before removal.
Transferring a Third-Party Operator to an Employee Account
Sometimes, an Operator who currently works under a third-party business needs to be transferred into your organisation as a direct employee.
Please note that:
An Operator cannot be an employee in more than one account.
To request a transfer, please contact [email protected].
Both the current employer and the Operator will need to consent to the transfer before it can be completed.