Employee Left. Suggested Steps

Overview

This document offers a comprehensive guide on the recommended actions to take when an employee departs from the company.

Estimated Time to Complete – 10 minutes

Instructions

Before beginning, make sure you have:

• Access to the Desktop Application

• Access to www.WiseOption.com account

• Access to primary account email

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Step-by-Step Guidance

STEP 1: Inactivate and Remove Access to the Username

1. Data > Professional > Select User > Uncheck "Is Active" > Save

2. Select User in list > Click Remove Access

STEP 2: Delete mobile app authorization code

1. Log in to www.WiseOption.com > Tools > Authorized Mobiles > Delete the user's authorization code

For most users, the first 2 steps are sufficient. However, if this employee had access to more sensitive information and or left under bad circumstances, please follow the steps below, as well.

STEP 3 (OPTIONAL): Reset the password for ALL Wise Option users

1. Data > Professional > Select User > Click "Reset Password" > Repeat these steps for all users.

STEP 4 (OPTIONAL): If they had access to the primary email address that is used for the www.WiseOption.com account, we recommend changing your password for that email.

STEP 5 (OPTIONAL): If they had the www.WiseOption.com login credentials, make sure to reset the password.

1. Go to www.WiseOption.com > Sign In > Enter username > Forgot my password > reset password through email link sent.

STEP 6 (OPTIONAL): If you have any concerns or they left under bad circumstances, we strongly suggest resetting the terminal credentials. Please contact Wise Option Support right away to initiate this process.

Web App

Mobile App (iOS/Android)

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Resources

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