Removing a Team Member

Occasionally, teams will have to remove users from the system.

When you "remove" you're effectively archiving the user's account. In doing so, they are removed from the organization and any existing review relationships are removed as well.

Before removing a team member, we recommend exporting their historic review data for documentation purposes.

If a team member has other users "below" them in the organization, you'll first have to move those users to other managers before proceeding with the removal.

Removing a User From Their Dashboard

To remove a team member from their dashboard:

  1. Click All under the People menu tab
  2. Navigate to the user you would like to remove and click on their name to open their dashboard
  3. In the Actions dropdown on the top-right, select "Archive User" and confirm