Removing Contacts from WR Academy
Removing a User from WR Academy or Knowledge Base Quickly and efficiently remove a user by accessing the appropriate contacts and adjusting their tags within the Woot Recruit system.
Steps:
- Access the WootRecruit Sub Accounts:
- Navigate to the WootRecruit Subaccount Here.
- Click on the Contacts tab in the left-hand side panel.
- Locate the User:
- Find the Hub Knowledge Base Smart List where all relevant contacts are listed.
- Use the search bar in the top left corner to search for the user by first name, last name, or company name (e.g., Adrianne White of Adrianne’s Housekeeping).
- Remove [wootrecruit-knowledgebase] Tag:
- Check the box next to the user’s name to select their profile.
- Hover over to the options above and choose Remove Tag.
- Search and select [wootrecruit-knowledgebase] tag to remove.
- Confirm removal by clicking on Remove.
- Verify the Update:
- For transparency, click on the user’s contact profile to view the automations triggered by this action.