Below are the steps for removing a staff member from the website and end their donation payment link processing.
Click here to access the full pop-out view of the procedures.
1. How to remove from the website
Right now, reach out to Norah - norah@stn.global - to remove staff members from the website. We will be transitioning the website to HubSpot and will update procedures for how to remove them through that process here once ready.
2. Cancel recurring donation/payment subscriptions
This guide provides step-by-step instructions on how to cancel a recurring payment/subscription in HubSpot when removing a Staff Member. Click here to access the full pop-out view of the procedures.
3. Deactivate Workflow for Staff Member Transaction Automation in HubSpot
Step-by-step instructions on how to deactivate the workflow for a staff member which automates the assignment of donations and donor records that come through for them. Click here to access the full pop-out view of the procedures.
4. Updating Staff Member's Contact in HubSpot
Step-by-step instructions on how to update a staff member's contact record in HubSpot to show as a past staff member. This will remove them from email lists, etc. Click here to access the full pop-out view of the procedures.
5. Deactivate Staff Member as a User in HubSpot
Step-by-step instructions on how to remove a staff member as a user in HubSpot. Click here to access the full pop-out view of the procedures.
Note: This requires Super Admin Access.
6. Remove Donor/Staff Payment Links in HubSpot
This guide provides step-by-step instructions on how to remove a donor/staff payment link in HubSpot. Click here to access the full pop-out view of the procedures.
7. Removing Payment Link from Staff Donation Link List in Team Knowledge Hub
Step-by-step instructions on how to remove a staff member's donation link from a location's donation list in the Team Knowledge Hub. Click here to access the full pop-out view of the procedures.
Note: This requires Super Admin Access.