How do I remove someone from my team?

The Owner or an Admin removes people from Settings > People and seats. You choose who takes over their work before they go.

Steps

  1. 1Open Settings > People and seats.
  2. 2Press Remove on the person's row.
  3. 3Under Who takes over, choose who gets their listings, buyer deals and open tasks. The Owner is chosen to start with; anyone else on the team can be.
  4. 4Press Remove with their name to confirm.
Screenshot to come/settings/teammark the Remove button and the Who takes over choice

What happens

  • Their access ends as soon as you confirm, and Gable says how many deals and tasks moved and to whom.
  • Their seat comes off the next invoice.
  • Their clients now see the new deal owner on their emails and portal.
  • When the removed person signs in again, Gable tells them they are no longer on a team. They can start an account of their own, delete their sign-in, or sign out.

Note: the Owner cannot be removed. To change who owns the account, see Leave a team or hand over the account.

If that doesn't work

  • No Remove button: you are an Agent, or the row is the Owner's or your own.
  • A pending invite you no longer want is withdrawn with Revoke, not Remove.
  • Deals did not move as expected: open Chat with Support with the person's name. Or email support@getgable.ca.

Still stuck? Email support@getgable.ca. A person reads every message and replies in writing.