How do I remove a user from a team?

Reps can only be part of one Team, but managers can monitor multiple teams. Follow these instructions to edit or remove the team that a user is assigned to. 

Note: This action can also be completed by editing the Team. Refer to How do I edit or remove a team? for more information.

For a Rep: 

1. Navigate to Settings > Team Settings. Click on the rep's name. The Edit Sales Rep screen appears. 
2. Go to the Team: field and click the drop-down arrow.
   • To Remove a Team: select No team if you don't want the user to be assigned to any teams.
   • To Change Teams: select the name of the new team that you want to assign the user to. 
3. Click Save. 

For a Manager

1. Navigate to Settings > Team Settings. Click on the manager's name. The Edit Manager screen appears. 
2. Go to Select which teams this manager should monitor:
   • To Add a Team: go to the Teams: column and click .
   • To Remove a Team: go to the Now Monitoring: column and click . 
3. Click Save.