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Removing users and managing permissions

Removing users, reducing seats and setting Owner, Manager and User permissions

Written by Luke Pitkin

People leave. Roles change. Here's how to tidy up your team in Giig without paying for empty chairs.

Hey! Luke here, founder of Giig šŸ‘‹

Adding people is covered in "Adding seats and inviting your team". This one's about the other side of it: removing people who've moved on, cutting seats you don't need, and deciding who can do what. Here's what we'll cover:

  • Removing a user

  • Reducing your seats

  • Owner, Manager or User, and what each can do

  • Locking things down with Team Access

  • A couple of common snags (invites and email changes)

Removing a user

  1. Click your profile picture, top right, and choose Team

  2. Find the person in the Team Members list

  3. Click Actions next to their name and choose Remove User

That's it. They lose access to Giig straight away.

šŸ’” Pro tip: Owners can't remove themselves. If an Owner is leaving, drop us a message and we'll verify things first, so nobody accidentally locks the business out of its own data.

Reducing your seats

Here's the bit people miss. Removing a user frees up their seat, but you're still paying for it until you remove the seat too.

  1. On the same Team page, click Add/Remove Seats in the User Seats box

  2. Lower the Total Seats number. You'll see your current subscription and the new one side by side

  3. Click Update Subscription

Owner, Manager or User?

Everyone on your account has a User Type, shown in the Team Members list:

  • Owner: the top of the tree. Owners can do everything, including importing and exporting data and changing the company logo. Only Owners can do those.

  • Manager: usually your team leads. You decide what they can do in Team Access.

  • User: everyone else. Again, you decide what they can do.

To change someone from a User to a Manager, click Actions next to their name and choose Change to a Manager.

Locking things down with Team Access

Scroll down the Team page to Team Access. Each section (Dashboard, Job, Candidate, Company, Contact, Email, Files, Website, Pipeline, Reports, Notes and MCP) opens up into a list of things you can switch on or off, separately for Managers and Users.

  1. Open a section, for example Company, and set things like Delete company or Delete company notes to Yes or No

  2. Want people to only see their own emails? Open Email and set Can see emails from all other team members to No

  3. Click Save at the bottom

Changes kick in the next time your team's session refreshes. Can't wait? Click Force team session refresh at the top of Team Access.

šŸ’” Pro tip: someone says they can't delete a company or a note? Before you report a bug, check Team Access. Nine times out of ten it's been switched off for their role.

Teammate can't join ("email already in use")

This usually means they've signed up for their own Giig account instead of accepting your invite. Get them to log out of that account, then resend the invite from the Team page.

Changing someone's email

Admins can't change another user's email address. The person needs to do it themselves:

  1. Click the settings cog, top right, and go to Personal Information

  2. Update the Email Address field

  3. Click Update Personal Details

Heads up: this changes their login email too, so they'll sign in with the new address from then on.

šŸ“¹ Watch a Full Giig Walkthrough

Need a hand?

Look, software's only useful if it actually helps you place people faster, that's the whole point of Giig. If something's not clicking, or you think a feature's missing that would make your life easier, tell me. I'm not a faceless support team, I'm the guy who built this thing. Email me: support@giighire.com

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