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Editing or removing coordinators

In My Effectory there are different types of coordinators, and the way to edit or remove them depends on their role. The steps to edit or remove them differ depending on whether they are organisation, project, or group coordinators. Below you can find instructions and possibilities for each coordinator type.

 

Organization coordinators

This category includes Central and Employee coordinators. To remove an organization coordinator:

  1. Log into My Effectory.

  2. Navigate to the Organization tab.

  3. Select Admins.

  4. Find the coordinator you want to remove.

  5. Click the three dots on the right.

  6. Select Remove.

Note: If you only want to edit a coordinator’s first or last name, follow the same process and click Edit details instead of Remove.

 

Project coordinators

To remove a Project coordinator:

  1. Log into My Effectory.

  2. Go to your project from the Projects tab.

  3. Click the + Add icon in the top-right corner of the page.

  4. Find the coordinator you want to remove.

  5. Click the three dots on the right.

  6. Select Remove.

Note: If you only want to edit a coordinator’s first or last name, follow the same process and click Edit details instead of Remove.

 

Group coordinators

This category includes Local and Result access coordinators. To remove a group coordinator:

  1. Log into My Effectory.

  2. Go to your project from the Projects tab.

  3. Go to the Group coordinators page in the Project Management section.

  4. Use the search bar at the top to find the coordinator you want to remove.

    • The user will appear as many times as the number of groups they are assigned to.

  5. Click the three dots on the right for each group you want to remove them from.

  6. Select Remove from group.

Note: You cannot change a group coordinator’s name manually. The name displayed comes from the first and last name in your employee data for that email address. If the name needs to be updated, make the change in your employee data.

 

Adjusting a coordinator’s email address

It is not possible to change the email address of a coordinator. If the address is incorrect, simply remove the coordinator and reassign them with the correct email address.