Remove Clients From Team Members and Teams

What's in this Article

• Remove Clients From a Team Member
• Remove Clients From a Team

Remove Clients From a Team Member

1. Click on your Profile and choose Settings on the pop-out menu.

2. In the left column, click Team Organization.

3. Select the team member 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 three stacked dots to the right.

5. Click Remove all clients.

6. Click Save.

Remove Clients From a Team

1. Click on your Profile and choose Settings on the pop-out menu.

2. In the left column, click Team Organization.

3. Click the Teams tab and click the three stacked dots for the team you want to assign or unassign clients.

4. Click Assign to client.

5. Select the three stacked dots to the right.

6. Click Copy clients from.

7. Confirm your changes by clicking Save.