In this article, you will learn how to remove a member from the team and the key aspects to consider when Team Edition is enabled or not.
💡Note that only the owner can delete team members, so make sure to log in to that account. After removing a team member, make sure to adjust the number of user seats in your Plans & Billing tab. Check this article to learn how to manage your seats.
To remove the member from the team, follow these steps:
Click your profile photo in the bottom-left corner and select Team Management.
Open the Members tab of the Team page.
Hover over the team member.
Click on the 3 dots.
Choose Remove, and it's done.
Team Edition is enabled
When you are deleting the member with Team Edition enabled, make sure the contacts from the deleted member are not in the owner's account (Private Team Edition). During the deletion, the member's contacts are moved to the owner, so there can not be any duplicates.
💡 Note: Removing a team member is a permanent action and cannot be reverted.
The team member's Reply account will be deleted.
The team owner will become the owner of their contacts, sequences, schedules, tasks, and templates.
Any connected email accounts belonging to the removed team member will also be deleted.
All uncompleted tasks will be reassigned to you (the team owner), while completed tasks will be permanently deleted.
Team Edition is not enabled
Deleting a team member also deletes their data. To keep their contacts, sequences, schedules, uncompleted tasks, and templates, make sure Team Edition is enabled before deleting the teammate. In this case, their data will be reassigned to the team owner.
If Team Edition is disabled, all data associated with the deleted teammate will be permanently removed. Once removed, the team member cannot be added back to the team.
If you have any questions or face some issues, our support team is always there to help.