Managing your team on businesscards.io is straightforward, but it’s essential to know the steps and permissions required for specific actions, such as removing a user from your team. In this guide, we’ll walk you through the process of removing a user and explain what happens to their associated cards and contacts.
Step-by-Step Guide to Removing a User
1. Login to Your Account
•Ensure you are logged in to your businesscards.io account. Only account owners have the permission to remove users from the team.
2. Navigate to the Teams Page
•On the main dashboard, click on the “Teams” tab located in the top navigation bar.
3. Select Your Team
•If you have more than one team, from the list of teams, select the team from which you want to remove a user. For example, if you are managing “Bluejay labs,” click on it to open the team details page.
4. Locate the Members Section
•On the team details page, you will see the “Members” section on the right side. This section lists all current members of your team. Click on view all members to see a full list of members.
5. Find the User to Remove
•Browse through the list of members and find the user you wish to remove. Each member’s entry will have a Remove from team button.
6. Remove the User
•Click on the Remove from team button and the user will be removed from your team.
Important Information
•Permissions: Only account owners can remove users from the team. If you do not see the remove option, you might not have the necessary permissions.
•Reassignment of Cards and Contacts: When a user is removed, any digital business cards or contacts they created will be automatically reassigned to the account owner performing the deletion. This ensures that no data is lost and business continuity is maintained.
Example Screenshots
Team Information and Members Section
In this screenshot, you can see the team information for “Bluejay labs” and the members section on the right.
Removing a User
Here, the process of removing a user is depicted, showing the options menu next to a member’s name.
Conclusion
Removing a user from your businesscards.io team is a simple process that only takes a few steps. Remember that this action can only be performed by account owners, and any data associated with the removed user will be transferred to the account owner. This ensures a seamless transition and uninterrupted access to all business contacts and cards.
If you encounter any issues or need further assistance, feel free to reach out to our support team through the “Help” section in your account.
By following these steps, you can effectively manage your team and ensure that your digital business card network remains up-to-date and well-organized.
Comments
0 comments
Please sign in to leave a comment.