As a Sapling Admin, take advantage of the "Actions" menu for helpful shortcuts on an employee profile
As an admin (or Super Admin), you will see six core actions that you can take for other employees within your organization.
To view these actions, go to any Employee Profile page and look at the top righthand side to view the "Actions" button.
#1. Resend Invite: Selecting this button will allow you to resend the employee an invitation to the Sapling platform. You will receive a confirmation popup on the bottom of the page once the invite has been sent.
#2. Reset Password: Allows you to send the "Reset Password" email to the user. You will receive confirmation that the email has been sent via a popup on the bottom of the page.
#3. Email: You have the ability to send an email to this employee directly from their page. Selecting the email button will open your default email tool to contact them from there.
#4. Start Offboarding: Allows you to start the offboarding process directly from their employee profile page. This options takes youto the first page of the offboarding workflow.
#5. View As: Allows you to login as that user to see Sapling from their perspective, Note: you will not be able to edit any information when logged in as the user.
#6. Delete Profile: This will remove the user from your account and the platform. This is generally used for test or duplicate profiles. We recommend offboarding anyone exiting the organization vs. deleting their profile.