As a Usage Based customer it is important to understand the advantages and disadvantages of removing employees or groups. Deleting employees can help you manage your agency’s expenses. It could also have a negative effect on your agency if your team needed to view the deleted data. Before you delete any account please consider these points.
- Billing is discontinued for those employees who are deleted. You have more control over your invoice thus you can directly impact your FormFire costs.
- Removing clients can help keep your data up to date. This will help you manage the clients within your brokerage more accurately.
- No visibility or control of the removed client data. Should you need to provide service to a client the data will not be there.
- Reestablishing access to the employee or group could involve a transfer with waiting period. Often servicing a client involves time sensitive situations.
Managing this resource properly is critical to your customer satisfaction, keep costs down and administration workload. Please consider scenarios where you would need to access a client’s data. Thinking before deleting could save you a lot of time and missed opportunity in the future.