APP Reporting Team – Adding/Removing a Team Member Overview

Steps for When a Team Member is Added

If the task indicates that a new team member is joining the agency or client profile, complete the following steps:

1. Contact the Client Regarding Distribution: Reach out to the client to ask if the new team member needs to be added to the reports distribution list.
2. Identify Specific Reports: If they need to be added, ask the client to specify exactly which reports the new team member should receive.
3. Verify Custom Dashboard Access: Confirm with the client if the new team member needs access to any custom dashboards (e.g., Individual Retention, Renewal Review Call Tracker, etc.).
4. CC Leadership: Ensure that the Reporting Team Lead, Reporting Manager, and PP (Performance Partner) are copied on all communications to keep them in the loop.

Steps for When a Team Member is Removed

If the task indicates that a team member is leaving or being removed from the agency or client profile, complete the following steps:

1. Contact the Client Regarding Distribution: Reach out to the client to confirm that the departed team member needs to be removed from the reports distribution list.
2. Confirm Data Exclusion: Ask the client to confirm if the former team member's metrics and numbers should now be excluded across all reports.
3. CC Leadership: Ensure that the Reporting Team Lead, Reporting Manager, and PP are copied on all communications to keep them in the loop.

Note: If the person departing is a data point person, make sure to update the relevant tickets so that t he automated reminders will trigger correctly.

KBA Author: Chad Alfred Salvador

^{Updated: 08.14.26}