Organizations and teams
Remove an Organization member
End reusable Organization access without changing Event records owned by the Organization.
Remove a person from the Organization when they should no longer use reusable team, Contacts, Templates, or assigned Event access.
Before removal
Review their Event assignments and open work. Reassign important Tasks or responsibilities before removing access.
Remove the member
- Open Account.
- Open Team & access.
- Choose the member.
- Review their assignments.
- Select Remove member.
- Confirm the change.
Removal ends the Organization membership and its assignments. It does not delete Event records, Tasks, history, or audit information.
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