Archive, Restore, and Delete Organizations

As a user logged in with an Account Type of Full Administrator An account type with access to all features and functions in the Admin View. or as a Client Administrator in Contacts, you can archive, restore, or permanently delete organizations. Archiving and restoring organizations provides a safer alternative to deleting. Archiving allows organizations to retain history and to be restored, along with their previous assignments, if needed.

As a recommended approach:

• Archive an organization instead of deleting it to keep the organization history and assignments recoverable.

• Review archived organizations regularly to maintain clean records.

When an organizations is archived, the organization is:

• Unassigned from all accounts.

• No longer visible in the platform in any drop-down lists or on reports.

• No longer available as a recipient on alerts.

• Removed from board notifications.

• Removed from the Active tab.

• Displayed on the Archived tab.

Additionally, archived organizations have these features:

• New, draft, and template alerts cannot add an archived organization as a recipient.

• An archived but previously added organization does not display in the draft or template.

• A restored organization is added again to any notifications they belonged to before they were archived.

• After archiving an organization, organization recipients who receive an alert before they were archived are still visible on the Sent tab.

• Archived organization are not visible on the map on the Locations tab.

• If an organization was added as a recipient through a map and then archived, the organization is not visible in the alert draft or template.

• An organization admin does not see archived accounts, notification groups, or organizations.

When an organization is restored, the organization is:

• Reassigned to all previous accounts and notification groups.

• Visible in the platform in drop-down lists or on reports.

• Available as a recipient on alerts.

• Available in board notifications.

• Visible on the Active tab.

• Removed from the Archived tab.

To archive, restore, or delete organizations, you must be either:

• An Account Type of Full Administrator. Users of this type can archive and restore any group.

• A Client Administrator role in contacts

To archive organizations

1. Access Contacts.

2. Click the Organizations tab and select Active.

3. Click the organization’s row. The slide-out displays.

4. In the top right, click the more icon and select Archive.

5. Click Archive on the confirmation message.

To restore archived organizations

1. Access Contacts.

2. Click the Organizations tab and select Archived.

3. Click the more icon for the organization to restore and select Restore.

4. Click Restore on the confirmation message.

To delete archived organizations

1. Access Contacts.

2. Click the Organizations tab and select Archived. T

3. Click the more icon for the organization to restore and select Delete.

4. Click Delete on the confirmation message.