Deactivating a placement officer

When a team member no longer needs access to Sonia, consider the following steps to remove their presence:

• Deactivate their placement officer account
  • Go to School Options > Placement officers > select their account > click the edit pencil at the right > deselect "is active" at the top

• Check the From address on Notifications to see if that should be changed to someone different
  
  • School Options > Notifications > on each tab at the top, see which notifications are "turned on" (i.e., have a check in the box at the left) > click the edit pencil on that row to check the From address

• Check Workflows that contain communication templates - does the From address in any of those communications need to be changed?
  • From the Home tab, open the Workflows module > select the Workflow to open it > click the Design button > look for communication actions (identified by envelope icons)

• • Click the edit pencil at the right to edit the From (and Reply To, if needed)