How To: Remove Team Members

Delete Users From your XBert account.

Soraya Brown avatar
Written by Soraya Brown
Updated over a week ago

Remove access for users that are no longer associated with your company.

Note: Before you remove a user, remember that users can be invited at the CONNECT (business) level and the Client Console level (individual clients).

Removing a user from the CONNECT level will remove all their access and the risk reports emailed to them.
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โ€‹Also Note: Deleted users will be removed from any filters and any XBerts or Tasks that are assigned to them. The Tasks and XBerts will still exist and become assigned to no one. All comments will remain anonymous but will appear anonymous.

Deleted users' actual time entries will also remain on the tasks but will appear as 'Unknown User'. These entries will also be uneditable.

  1. Go to the panel menu on the top right of your XBert portal.

  2. Select the CONNECT Users tab and manage your XBert team.

  3. Select the Edit icon (pencil icon).

  4. Select the Delete icon (bin icon) in the top right-hand corner.

  5. Confirm if you would like to Delete the user.


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