Overview

On the Database page and on an opportunity's People tab, the bulk Unassign opportunities action has two modes, controlled by a red Delete assignments checkbox. One mode is soft and recoverable, the other is permanent. This article explains the difference and how to use each.

How it works, step by step

1. Select users. Check off one or more users, the same as any other bulk action.
2. Open Unassign opportunities. Choose the opportunity (or opportunities) to act on.
3. Choose the mode:
   • Unassign (box unchecked): The user is set to unassigned on that opportunity. They keep a relationship to it (it still shows on their profile as unassigned), they can no longer reserve shifts, and their upcoming shifts are cleared. Past shifts and logged hours are kept. This is the soft, recoverable option.
   • Delete assignments (red box checked): An info circle explains the difference, and a confirmation sub-checkbox appears: "I confirm that I understand that all shifts and hours related to the user and opportunity will be deleted as well." Save stays disabled until that box is ticked.
4. Save. In delete mode, the assignment is removed entirely, as if it never existed, including every shift (past and future) and all logged or requested hours between that user and that opportunity.

Scope and safety

Delete is scoped to that user and that opportunity only. It does not touch the user's profile, their other opportunities, or hours logged elsewhere. It cannot be undone, which is why the explicit confirmation is required. If the goal is just to stop someone from booking new shifts while keeping their history, use plain Unassign instead.

Frequently asked questions

What is the difference between unassigning and deleting an assignment?

Unassigning sets the user to unassigned on that opportunity. They can no longer reserve shifts, but the relationship and their history (past shifts and logged hours) stay on record. Deleting removes the assignment entirely, as if it never existed, and also deletes every shift and all hours between that user and that opportunity. Unassign is recoverable; delete is permanent.

How do I delete a user's assignment to a specific opportunity?

From the Database page or the opportunity's People tab, check off the user, open Unassign opportunities, select the opportunity, then tick the red Delete assignments box. Confirm the checkbox acknowledging that the related shifts and hours will be removed, and save.

What exactly gets deleted?

The assignment relationship, all of that user's shifts for that opportunity (past and upcoming), and all logged and requested hours tied to it. Nothing outside that user and that opportunity is affected.

Can this be undone?

No. Deleting an assignment is permanent, which is why the extra confirmation checkbox is required before you can save. If you might need the history later, unassign instead.

Will it affect the user's other opportunities or their profile?

No. The action is scoped to the single user and the single opportunity you selected. Their profile, other assignments, and hours logged elsewhere are untouched.

Can I do it for multiple users at once?

Yes. Select multiple users before opening the action, and it applies to all of them for the chosen opportunity.

I only want to stop someone from booking new shifts, not erase their history. What do I use?

Leave Delete assignments unchecked and just unassign. The user keeps their record and past hours, can no longer reserve new shifts, and upcoming shifts are cleared.