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
- 1Open Settings > People and seats.
- 2Press Remove on the person's row.
- 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.
- 4Press Remove with their name to confirm.
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- A pending invite you no longer want is withdrawn with Revoke, not Remove.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.
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Still stuck? Email support@getgable.ca. A person reads every message and replies in writing.