Employee Left. Suggested Steps
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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
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.
STEP 1: Inactivate and Remove Access to the Username
Data > Professional > Select User > Uncheck "Is Active" > Save
Select User in list > Click Remove Access
STEP 2: Delete mobile app authorization code
Log in to > 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
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 account, we recommend changing your password for that email.
STEP 5 (OPTIONAL): If they had the login credentials, make sure to reset the password.
Go to > 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.