Overview
This article guides you through the process of deleting an Attachment from a Member
The article is divided into the following seven topics:
Prerequisites
Role
Scope
Use case
Navigation
Branch level
Remove an attachment
Prerequisites
Role
Your Role must have the Manage member Permission.
Scope
You must have a Role within the Branch the Member "Belongs to".
For more information on Roles, click here.
For more information on Permissions, click here.
Use case
The Attachment section enables you to add files related to the Member (such as signed contracts or proof of legal age etc). Each file uploaded displays what date/time the file was uploaded and by whom. Removing old, incorrect or no longer relevant Attachments helps to prevent confusion and frees up disk space.
Navigation
Attachments are added at Branch level within the Branch the Member "Belongs to".
Branch level
To remove an Attachment:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)
Click on Members
Remove an attachment
To remove an Attachment from a Member:
Note: This action is not reversible. Once deleted, an Attachment can not be restored.
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Select the Member from the Member list
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Click on Attachments
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Click on the three vertical dots
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Select Remove from the menu
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