Cancel a Team Member
To remove a Team Member’s access to your account, simply delete them.
How to remove someone from your Team.
Double-check you’re not losing anything important before moving forward!
- When deleting a team member, Contacts, To-Dos and Deals will be re-assigned.
Calendar Events and all Templates (Email, Letter and Landing Page) will be deleted.
➝ Warning: This action is irreversible.
1. Hover over the Profile Picture Menu in the top right. Choose My Team.
2. Click Manage Team Settings.
3. Click the name of the team member you want to remove.
4. Click Delete.
5. Read the warning carefully, then check the box and confirm the deletion. THERE IS NO UNDO for this.
Once a team member has been deleted, your account will not be charged further for that team member.
Video Transcript
Here are the steps to delete a team member. Go to Profile Settings, My Team, then Manage Team Settings. Click on Alice’s name and after you verify that this is the right person, click Delete. Before a team member is gone for good, this screen will pop up to tell you where all of Alice’s data will be going. Once a team member is deleted, there is no going back. Click the box that says I understand, and then click ok. Alice is no longer a part of the team. The only two people who can delete a team member are the Team Leader and the Administrator.