To delete a supervisor, proceed as follows:
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On the "Data maintenance" tab, select the CUSTOMER command in the "Manage objects" icon menu.
The "Manage custodians" dialog box appears. -
Select the table row with the supervisor to be removed.
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Then select the "Delete selected supervisor" icon.
The supervisor is deleted from the list. -
Finally, close the "Manage supervisors" dialog box with "OK" to delete the supervisor data.
You can only delete supervisors if they are no longer assigned to a portfolio version or portfolio profile. When attempting to delete supervisors who are still assigned, a corresponding message window appears.