Deleting Team Members From Your Organization

There are times you will need to remove a team member from your organization, which can be done by clicking on the Gear Icon (left side panel) and selecting Organization & Users.

To delete a team member, you first need to remove them from any team they are a part of. To do this, click on Teams and then Users next to the team they are assigned to.

Once there, click on the trash icon to the right of the team member's name that you are trying to delete.

Before you can delete the team member from the team, you will need to reassign any intake forms and properties to a different team member. Repeat these steps for any other team they belong to.

Now that you have reassigned the intake forms and properties, go back to Team Members and click on the trash icon next to the name of the team member you're deleting.

You will be prompted to type in DELETE before you can click on the Delete button to completely remove the team member from your organization.