Removing a team member helps you control access to your Dealtree workspace and keep your account data secure. You may need to remove a team member when someone leaves your company, changes role, no longer works on account research, or does not need access to Dealtree anymore.Documentation Index
Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt
Use this file to discover all available pages before exploring further.
Pre-conditions
Before removing a team member, make sure you have:- Logged in to your Dealtree workspace
- Access to the Team section from the sidebar
- Permission to manage team members
- Confirmed which user you want to remove
Steps to Remove a Team Member
Step 1: Go to Team
From the left sidebar, click Team. This will open the Team Dashboard.Step 2: Find the Team Member
Review the team member list and find the user you want to remove. Check their name, email address, role, and status to make sure you are selecting the correct person.Step 3: Open Member Actions
Click the action menu or remove option next to the team member. This will show the available management actions for that user.Step 4: Remove the Member
Select Remove Member or the equivalent removal option. Dealtree may ask you to confirm the action before removing the user from the workspace.Step 5: Confirm Removal
Confirm that you want to remove the team member. Once removed, the user will no longer have access to your Dealtree workspace.Step 6: Review Seat Usage
After removing the team member, review your seat usage from the Team Dashboard. The removed user’s seat may become available for another team member, depending on your current plan and billing setup.Important Notes
- Remove users who no longer need access to keep your workspace secure.
- Make sure you are removing the correct user before confirming.
- Removed users may lose access to accounts, org charts, buying committees, action plans, and notes in the workspace.
- Removing a team member may free up a seat for another user.
- If the removed user needs access again later, you may need to invite them again.