User Guide
  • AgencyHandy User Guide - For Agency
  • 1. Introduction of AgencyHandy
    • 1.1 Why should you choose Agency Handy?
    • 1.2 Who is it for?
    • 1.3 What are the benefits?
    • 1.4 How does it differentiate itself from others?
    • 1.5 Plans & Pricing
  • 2. Getting Started
    • 2.1 Sign Up
    • 2.2 Account Verification
    • 2.3 Log in
    • 2.4 Accessing the Main Interface
    • 2.5 Workspace Config
      • 2.5.1 Set up General Settings
      • 2.5.2 Set Up Appearance
      • 2.5.3 Set Up Custom Domain
        • 2.5.3.1 AgencyHandy Hosting with Cloudflare
        • 2.5.3.2 Agency Handy Hosting with Namecheap
      • 2.5.4 Set Up Sign-In Portal
      • 2.5.5 Set Up Emails
        • 2.5.5.1 Setup Email Address
        • 2.5.5.2 Setup SMTP
        • 2.5.5.3 Email Template Configuration
        • 2.5.5.4 Sending a Test Email
    • 2.6 Resetting Password
    • 2.7 Setting Multiple Workspace
      • 2.7.1 Create a new Workspace in AgencyHandy
      • 2.7.2 Deleting a Workspace in AgencyHandy
  • 3. Managing Dashboard
    • 3.1 Services
      • 3.1.1 Create a Service with Multiple Packages, Default Tasks & FAQs
      • 3.1.2 Edit/Update a Service
      • 3.1.3 Delete a Service
      • 3.1.4 Add-on Setup in Services
      • Multiple Pricing and Multiple Packages
      • Create Multiple Service Group
      • Service Configurations
      • Setting the Trial Period for a Service
      • Setting Default Tasks for a Service
      • Setting up a Setup Fee
      • Coupon System
      • Portfolio
      • User Review
    • 3.2 CRM
      • 3.2.1 Clients
        • 3.2.1.1 Create Clients Profile
        • 3.2.1.2 Import Clients
        • 3.2.1.3 Export Clients
        • 3.2.1.4 Client Configuration
        • 3.2.1.5 Edit a Client Profile
        • 3.2.1.6 Delete a Client Profile
        • 3.2.1.7 Manage Client's Recent Order
        • 3.2.1.8 Manage Client's Recent Ticket
        • 3.2.1.9 Manage Client's Recent Invoices
        • 3.2.1.10 Create Client Group
      • 3.2.2 Lead Management
    • 3.3 Orders
      • 3.3.1 Order Dashboard
        • 3.3.1.1 Create an Order
        • 3.3.1.2 Edit/Update an Order
        • 3.3.1.3 Create Tasks in an Order
          • 3.3.1.3.1 Task Modal/Activity Page Manage
          • 3.3.1.3.2 Edit Task in an Order
          • 3.3.1.3.3 Delete Task from an Order
        • 3.3.1.4 Delete an Order
        • Manual Order Create for Unpublished Services
        • Client Task Creation
        • Add-On Support in Manual Orders
    • 3.4 Proposal
      • 3.4.1 Proposal Dashboard
        • 3.4.1.1 Send a Proposal
        • 3.4.1.2 Accept a Proposal
        • 3.4.1.3 Reject a Proposal
      • 3.4.2 Sending a Proposal with Specific Package
    • 3.5 Teams
      • 3.5.1 Team Dashboard
        • 3.5.1.1 Invite & Add a Team Member
        • 3.5.1.2 Set Role & Permission for Team Members
        • 3.5.1.3 Remove Team Member
    • 3.6 Tickets
      • 3.6.1 Ticket Dashboard
        • 3.6.1.1 Create a Ticket
        • 3.6.1.2 Edit a Ticket
        • 3.6.1.3 Delete a Ticket
    • 3.7 Invoices
      • 3.7.1 Invoice Dashboard
        • 3.7.1.1 Invoice Settings
        • 3.7.1.2 Create an Invoice
        • 3.7.1.3 Edit an Invoice
        • 3.7.1.4 Delete an Invoice
        • 3.7.1.5 Download/Print an Invoice
        • 3.7.1.6 Send an Invoice to a Client
        • 3.7.1.7 Export Invoice
      • Wise Support in Manual Subscription Invoices
      • Reminder on Invoice
    • 3.8 Integration
      • 3.8.1 Integrating Stipe
      • 3.8.2 Setting up PayPal
      • 3.8.3 Webhook Management
        • How to use/create Webhook
        • Authenticating Webhooks
        • Testing Webhook Event
    • 3.9 Files
      • 3.9.1 Manage Files in Order Task
      • 3.9.2 File Feedback
    • Forms
      • Order Form
      • Intake Form
      • Public Forms
    • Subscription Management
      • Automatic Invoice Generation
      • Subscription Filter, Search, and Sorting
      • Reminder on Subscription
  • User Policy of AgencyHandy
  • Settings
    • Setting Up Profile
    • Manage Subscription
      • Viewing Plan Summary
    • Redeem Promotion Code
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  • Pre-conditions to use the Feature:
  • Steps to Use:
  • Important Notes:

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  1. 3. Managing Dashboard
  2. 3.5 Teams
  3. 3.5.1 Team Dashboard

3.5.1.3 Remove Team Member

Previous3.5.1.2 Set Role & Permission for Team MembersNext3.6 Tickets

Last updated 11 months ago

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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.