Archiving a member's record removes the member from the roster and from several reports. However, their transaction details remain on the financial reports.
- Navigate to the “Archive Members” page on the chapter menu.
- To select individual members, click the box next to each appropriate member's name. Or, to select all eligible members, click the box next to 'Name' in the column header.
- Ensure the members you select are those you wish to archive. You cannot unarchive a member without assistance from OmegaFi.
- Click Archive Members at the bottom of the page to complete the process and archive all selected members.
- Contact your support team to unarchive a member to make their information viewable.