If you no longer wish to use a Role you can make it Inactive.  (See the article, Roles, for how to set them up).

• First, in admin, go to Nude Setup and Roles.
• Select the role that you wish to make Inactive, for our example, lets pick Accountant.

• When you select the Actions Icon (3 dots), the sub menu presents a list of options.
• Select Inactivate, shown here:

• A pop up message appears to confirm that you wish to proceed.  The message will also provide you with the number of employees in that role and how many policies are affected. Example shown here:

• The Role in admin will now show as a status of Inactive.  You will be able to Edit the Inactive role but you CANNOT reactivate.

• It will no longer appear in any lists in bond, thru or admin as an available role, from the date you made it Inactive.

• If you would like to replace the Role and appoint your users and policies to that new Role, you will set up a new Role, add that to the Employees in Employee Setup and then change in the Customer profile in bond.

• If you want to perform that action in mass, you would use the Batch Update option.  (See article, Batch Update - Policy Roles). 

Commission Agreements (Coming Soon!) 

Anything that had Employee Commission transacted on the inactivated Role will remain transacted.  (note: Anything going forward the employee will need to be re-added to an active role to receive commission).