Archive, Restore, and Delete Organizations

As a user logged in with an Account Type of Full Administrator 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.

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.