Removing a Mate from the Organization

Introduction

It may happen that some Mates become obsolete or irrelevant to the current needs of your organization. In these cases, it is important to be able to remove these Mates to maintain a clear and efficient organization. Removing a Mate from the organization helps manage and maintain the relevance of active Mates, ensuring that only the necessary and useful Mates are available to users.

Steps to Follow

1. Access the Organization's Mates:
   • Click on the "Manage Mates" button in the menu at the bottom left of the screen.
   • Select "Organization's Mates" to view the listing of all Mates in the organization.
2. Filter and search for Mates:
   • Use the search bar to find Mates by entering keywords related to their skills or functions.
   • Apply filters to narrow down the selection based on the type of Mate or category.
3. Open the Mate's configuration page:
   • Click on the name of the Mate you want to remove to open its configuration page.
4. Remove the Mate:
   • Click on the three dots to the right of the "Update" button and select "Delete".
   • A confirmation window will appear to ensure you want to remove the Mate. Confirm the removal.
   • The Mate will no longer be accessible in conversations but will remain visible in the history of past conversations it participated in.
   • Note: Currently, it is not possible to restore a deleted Mate.

Importance of the Action

Removing a Mate from the organization is an essential action to maintain efficient Mate management. By removing obsolete or irrelevant Mates, you ensure that only the necessary and useful Mates are available to users. This helps keep a clean and focused work environment, facilitating better project management and more efficient collaboration.