IMPORTANT: Removing a user profile is final and cannot be undone;
For Volunteers: The hours will remain for reporting purposes only.
For Donors: The recorded donations will remain for reporting purposes only.
Before removing a Donor be sure to cancel any active recurring donation subscriptions. You will not be able to remove a Donor if they have an active subscription.
Since this is a very final action, it has been placed in its own interface to avoid accidental removal of a user profile. Depending on the circumstance, you might want to consider archiving the profile instead.
Remove/Delete One User
Go to People, then click on “Remove Volunteers” (or Remove Donors, Client, Members) found in the sidebar under Volunteers
Search for the volunteer you would like to remove
Mouse over the Options icon beside the volunteer
Click on “Remove”
Click the [Remove] button to confirm
Remove Multiple Users
Go to People, then click on “Remove Volunteers” (Or Remove Donors, Clients, Members) found in the left menu
Search for the users you would like to remove
Check the box beside each user you would like to remove (or check the “Select All” box at the bottom)
Scroll to the bottom and click the [Remove Volunteers] (or Clients, Donors, Members) button
Confirm that you understand that this process cannot be undone (which even includes if you phone us and ask really, really nicely). Please be certain you want them gone for good
Click the [Remove Volunteers] (or Clients, Donors, Members) button
Archiving vs Deleting a Profile
When an individual is no longer part of your organization, there are 2 ways to handle their profile, you can archive or remove (delete) them.
We would recommend only removing (Deleting) a profile for the following reasons:
Someone has a duplicate profile in your account.
A profile removal (Deletion) request has been received from an individual.
A dummy profile was created to test the software.
Archiving a profile will remove activity information (for example if they where a volunteer such as signups, assignments, backup list information) as well as general Interests and committee memberships.
Tip: Although the above information will be lost, an archived profile can be reactivated by an administrator at a later date.
Removing a profile cannot be undone. It will remove everything apart from a history of logged hours (for volunteers) and past donations (for donors) and you will have no way of retrieving the profile or any other information about them after they have been removed (Better Impact is not able to recover any lost information).
Important: If you remove someone from the last module (Client, Donor, Member or Volunteer) of which they are a member, by default they are removed completely from your organization.