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Removing Staff/User/Team Member
Removing Staff/User/Team Member

Deleting, Team Member, Employee, Seats, Licenses, Subscription, Deactivate, Downgrade

Beatty W avatar
Written by Beatty W
Updated over a week ago

Note:: All completed work history, as well as time logs for the deleted employee, will be stored forever in the archives. Any active - "Pending" or "In Progress" - jobs or tasks that were assigned to that employee will become "Unassigned." You can find these jobs by going to your Jobs tab and filtering by "Staff" and selecting "Unassigned."


Step One: Deleting the Team Member

1. Hover over your name in the top right-hand corner, then click on Manage My Team
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2. Click on the name of the team member you would like to remove

3. Click on the trash can icon on the very far right at the bottom of the open window

Step Two: Adjusting Seats for Billing Purposes

::Note:: This will immediately create a non-refundable prorated credit on your account that will be applied the next time you add a user or renew your account, whichever comes first.

1. Hover over your name in the top right-hand corner, then click on Manage my Billing

2. Click Change next to Total Users

3. Click the minus symbol (-) to reduce the number of users, and click on Complete to save the changes

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