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How do I remove a staff member from my agency? What happens to their data?

How Do I Remove a Staff Member From My Agency? What Happens to Their Data?

Removing a staff member is simple and does not delete any data they previously created in your agency’s account.

Important:

  • When a staff member is removed, all of their existing data (such as portfolio observations and family engagement posts) will remain available to the agency.

  • The staff member’s login (email account) will still work, but it will appear empty because they no longer have access to your agency’s data.

  • If a staff account needs to be permanently deleted (including removal of their email from Learning Genie’s system), this can only be done by Learning Genie Support upon request.

  • If the staff member needs to be invited or transferred to another agency, their existing account (email) must first be deleted so that a new account can be created under the new agency. Please contact Learning Genie Support if this applies.

 

Steps to Remove a Staff Member

 

1. Log in to the Learning Genie web portal. (web.learning-genie.com)

2. Click your avatar in the top-right corner, then click "Admin Settings".

 

3. Click "Agency Management" > "Manage Staff" on the left-hand side.

 

4. Locate the staff member you wish to remove, then click the edit pencil (mceclip0.png) next to their name.

 

5. On the "Edit Staff" page, locate the red delete button in the lower left-hand corner.

 

6. Confirm deletion, and you are good to go!

 

That’s it! The staff member will no longer see or access any agency data, but the records they created will remain in the agency account.

For additional guidance accessing the edit staff page, please refer to our detailed step-by-step below!

If you need a staff account permanently deleted or transferred to another agency, please reach out to our Helpdesk:
📧 help@learning-genie.com | 📞 (760) 576-4822