All About Deleting a Company in Vincere
Need to delete a company but unsure how to do it? Check out the steps below 😉
Click on the links ⬇️ to skip to the section you're interested in:
📌 Important Considerations
Permanent Deletion: Deleting a company will also permanently delete any associated contacts and jobs.
Before Deleting:
Ensure the company has no jobs assigned if you want to keep a record of those jobs.
Ensure the company has no associated contacts that you want to keep a record of.
⭕ How to Delete a Company?
You're able to do this action both in the Company List Table View and the Company Profile
From the Company List Table View:
To delete a company from the Company List Table View, follow the steps below:
First, tick the checkbox next to the company you want to delete.
Then select Delete.
From the Company Profile:
To delete a company from the Company Profile, follow the steps below:
Simply click on the Action button located at the top right of the screen.
Then choose Delete.
⭕ What to Do if the Company Has Jobs & Contacts?
You can transfer or merge these records to a different company before permanent deletion.
To do this, simply follow the steps below:
Select the company, then click Actions.
Click on Merge to Another Company.
⭕ Restricting Users from Deleting Companies
To restrict the Users to not delete the Company follow the steps below ⬇️
Head to Settings and click on User Management.
Select the user.
Go to the Permissions tab located on the left top of the screen.
Look for the Companies section.
Adjust permissions to restrict users from deleting companies.
📝 Additional Note:
Active Placements: You cannot delete companies with active placements synced to Timetemp.
🤔 FAQs
Q1: Can I Restrict Users from Merging Companies?
Currently, there is no permission setting available to restrict users from merging companies in Vincere.
All users, regardless of role level, are able to perform this action.
If you would like to control who can merge companies, we recommend establishing internal processes or providing team guidance until a permission feature becomes available.
By following these guidelines, you can ensure the deletion process of companies in Vincere is smooth and error-free.
Happy Recruitment #TheVincereWay🤩