What's in this Article

• Remove Clients from a Team Member

Remove Clients From Team Members

1. Click your profile on the global navigation bar and choose Settings on the pop-out menu.

2. In the left column, click Team Organization.

3. Select the team member/user you want to assign to multiple clients by clicking the blue link in the Clients Assigned column.

4. On the Assign User to Clients screen, click the Options icon.

5. Click Remove all clients.

Clients are removed immediately from the Assign User to Clients screen.

6. Click Save Changes.