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How do I clean up the CSI Assignee list?

Tegan Ketchie
$organization
We have active assignees in our "assign to" section of the CSI reminders screen for MILES!! We'd like to get rid of all the employees who no longer work with us to create efficiencies when we're assigning these CSI reminders. We've already cleaned up and inactivated people as "workers", but that didn't seem to have any effect in the CSI reminders screen. Help?!?
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  • $organization

    Hi Tegan,

    If you go into the Securities application and switch the Status of each of these users from Active to Inactive, then in the Assign To dropdown they should sort to the bottom with the other inactive users.

    To remove them from the dropdown completely, remove their user groups in the Securities application. 

    Cheers,

    Rachel

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  • $organization

    Hi Tegan,

    If you go into the Securities application and switch the Status of each of these users from Active to Inactive, then in the Assign To dropdown they should sort to the bottom with the other inactive users.

    To remove them from the dropdown completely, remove their user groups in the Securities application. 

    Cheers,

    Rachel

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