For: Admins, Managers, and Staff
Remove someone from a case
Take a client or team member off a case from the case page. You can't remove yourself or the Virtual Assistant.
In this article5 sections
Remove someone who no longer works on a case, or who was added by mistake. They lose access to the case at once.
Find them in Your Team
On the case, find the person under Your TeamYour Team The people on a case, shown beside it with their role.. On a phone, open the menu and choose Your Team.
Choose the ×
Choose × beside their name.
It shows only beside people you may remove. Admins and Managers may remove anyone. Anyone else needs an Admin's permission, and then only for the roles they may add; see Let a team member create cases and add people. Nobody can remove themselves, and the Virtual AssistantVirtual Assistant An automated team member that posts welcome messages, check-ins and stage updates for the firm; its posts carry a Virtual Assistant badge. stays on every case.
Confirm the removal
Choose Yes to confirm.
What happens next
They no longer see the case, and nobody is told, though they're sent a cancellation for each upcoming event on it, answered or not, which takes it off their calendar. They're taken off anything on the case they haven't answered yet, such as a form or a document to sign. A document waiting only for them is complete once everyone still on the case has signed. Their updates, comments and answers stay on the case.
To add them back, choose + beside Your Team; see Invite a client to their case. Your welcome rules for their role run again.
An Admin or Manager can also remove people in the Admin Panel; see Edit a case's details and team.
If something goes wrong
- There's no × beside them. The case is closed, it's you, or you may not remove people with their role. Ask an Admin of your hub.
Your firm may have changed what each role can do on a case. If an option described here is missing, ask an Admin of your hub.