How to Remove Social Media Pages for Staff Who Have Left the Company
Learn how to remove social media pages, manage automations, and stop future posts for staff who have left the company.
Key Steps for Removing Social Media Pages and Managing Automations
1. Remove the Staff Member as a Team Member
- To prevent future social media posts and manage automations, first remove the staff member from your team within the system.
- Go to your Team Members section in your Properti account.
- Locate the staff member who has left the company.
- Click Remove or Delete to remove them from your team.
2. Pause or Delete Automations
- Review any existing automations that the staff member was associated with. Depending on whether you want to retain the history of previous automated posts, take one of the following actions:
- Pause the automation if you want to keep a record of the previous posts and potentially resume them in the future.
- Delete the automation if you no longer wish to keep any history or if the posts will no longer be relevant.
- To pause or delete automations:
- Navigate to the Automations section in your account.
- Find the automation linked to the staff member's social media pages.
- Click on the pause or delete option next to the relevant automation.
3. Remove the Agent's Social Media Pages from Meta Apps
- Under the Apps section, locate the Meta (Facebook/Instagram) integration.
- Go to Meta under your Apps settings.
- Find the social media pages associated with the staff member.
- Click on the social media page settings and remove the agent’s name from the allowed pages.
- After removing the agent, make sure to save changes to prevent any future automated posts from being published on their behalf.
4. Confirm Changes
- Double-check that the social media pages are no longer associated with the agent and that no new posts will be published.
- Verify that all automations have been paused or deleted as per your decision.
Cautionary Notes
- Automations History: If you want to keep a record of the posts made through automations, make sure to pause the automation rather than deleting it. Deleting the automation will permanently remove all history associated with it.
- Check Social Media Settings: Ensure that the social media pages are fully disconnected from the staff member's profile to stop any future automated posts from going out.
- Removing the user from your Properti account DOES NOT delete their social media connections.
Tips for Managing Social Media Accounts
- Regularly Review Team Members: Make it a habit to review team members and associated social media accounts regularly, especially if there are staff changes. This will help prevent any unintended posts or communications.
- Document Automation History: If retaining automation history is important, consider exporting data or keeping a record before deleting any automations.
