Archiving Team Members

Team members who have left the team can be archived.

Their data is still preserved, but they won’t appear in the planning views anymore and can no longer be scheduled.

How to Archive a Team Member

Go to the People page.

Choose Edit Personal Details for the person you want to archive:

In the Personal Details window, click on the Archive link in the lower left corner:

Clicking on the Archive link will archive the team member in Caperity. They can no longer be used for scheduling.

Confirm your action by pressing Yes.

Confirm archiving action

Note that archived team members are hidden from the main views and can no longer be used for scheduling.

Archived team members can be found in the Archived bucket on the people page:

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