Can you set roles to expire at the end of the year?

To make the end of year transition easier, you have the option to expire roles when adding a contact to your organization or hub.

Expire from your organization

When adding a contact to your organization, you have the option to have the role expire at the end of the year. If you wish them to remain in your contact list year over year, leave Expire role at end of year toggled off.

Expire from a hub

Similarly, when adding a person to a hub, you have the option to expire the role at year-end. 

Expire from a family

When adding a person to a family, you can set the family role to expire. For example, if you have two children in elementary school, but one of them is graduating to middle school at the end of the year, you may wish to set the child role to expire.

 

Questions? Contact Givebacks Support.

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