Area Leader Replacement Procedure

If an Area Leader steps down or leaves Epique, and there is an Area Leader who will replace them, the following process applies. 

1. Follow the steps outlined in the Area Leader Addition Procedure document to add the new Area Leader to the Power Portal. If it's a current Area Leader who is taking over, skip that step.
2. Reassign the leads to the new Area Leader.
3. Remove the old Area Leader from the Power Portal.

Details are below for steps 2 and 3.

Reassign the leads to the new Area Leader

Filter for the Agent assigned to the leads being the current departing Area Leader. Select all leads and then in the upper menu to the right, select More and then Assign. In the Agent role, search and select the new Area Leader, then click Save.

In the event there is no replacement Area Leader available, follow the above process, but assign the Agent role as the State Broker. They will be the Agent role and the State Broker role, which is fine. A lead has to be assigned to an Agent user. EXAMPLE: An agent in Michigan steps down as Area Leader but there is no replacement Area Leader. Mike Blake is the assigned State Broker. Those leads would be assigned to Mike Blake as the Agent role as well, meaning his name is assigned twice to them for two different roles. When a replacement Area Leader is found, the leads will be reassigned to them in the Agent role and Mike Blake will still be assigned in the State Broker role.

Remove the old Leader from the Power Portal

In Settings > Users, find the Leader and click the three-dot menu in the Actions column. Select Delete User. There will be a host of warnings that come up. Please note that all leads have been reassigned, no websites are used in the Power Portal, and this change will not affect their Enterprise seat in the main account - only in the Power Portal.