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CM Hub: Remove person from a forum

View the steps for removing a member or spouse/partner from a chapter forums.

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Written by Jaime Flemming

Usage

Forums evolve, and members and spouses/partners can join and leave forums throughout their experience in YPO and in your chapter. Follow these steps to remove them from the forum.

Platform

Chapter Management Hub


Watch the video


Steps

Navigate to edit forum affiliation

1. Click into the Forums module.

2. On the Forum Membership > Chapter Forum Membership view, locate the member or spouse/partner you need to remove from the forum.

3. Click on the drop-down caret and select Edit Forum Affiliation.

4. Complete the following fields:

  • Is Active = Uncheck the box.

  • End Date = Date person left forum.

  • Reason for Leaving

  • Reason for Leaving Other (if required)

5. Click Save.


Things to know

  • After you remove a person from a forum, they will no longer be on the chapter forum membership view, unless they belong to another chapter forum.

  • The person's member forum status will update automatically.

    • If they belong to another forum in YPO, their forum status will stay as "active."

    • If they do not belong to another forum, they will be updated as "pending placement."


How to get help

Reach out to your regional forum and learning manager (RFLM) or chapters and regions community manager (CRCM) at [email protected] for additional support.

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