3.5.1.3 Remove Team Member

Removing team members is essential for maintaining the security and integrity of the agency's workspace. It helps ensure that only authorized individuals have access to sensitive information and resources within the platform. Additionally, removing inactive or unnecessary team members helps streamline collaboration and resource allocation within the agency.

Pre-conditions to use the Feature:

• Users must have an account in AgencyHandy.

• Users must be a part of an agency.

• Users must be Super Admins/Admins/PMs to set roles & permissions for team members.

Steps to Use:

• Log in to AgencyHandy: Access your AgencyHandy account using your credentials.

• Navigate to Team Management: Locate the "Team" section in the dashboard menu.

• Select Team Member to Remove: Choose the specific team member you wish to remove from the list of team members. Tick it.

• Initiate Removal: an Action button named "Delete" will get activated and click on it.

• Confirmation: Confirm the removal of the team member. This action will revoke their access to the agency's workspace and resources within AgencyHandy.

• Follow-up Actions: After removing the team member, ensure that any necessary handovers or data transfers are completed, and update relevant documentation or access permissions as needed.

Important Notes:

• Only the Super admin and admin can delete a team member.

• Removing a member from the agency cannot be undone, so proceed cautiously.