Hey there! ☁️
Looking to clean up your workspace in the Simply-B2B?
Optimize your workspace effortlessly by deleting team and team members with this guide! You’ll learn how to delete team by removing all seats first and using the three-dot menu, or handle individual team members in the Team Members tab. These simple steps will help you maintain a clutter-free workspace, boosting your productivity and focus. ✨😊
🔺 Deleting a Team 🔺
1. Locate the three dots menu:
Start by spotting that trusty little three dots icon—your control panel for making all the important changes. 🛠️
2. Click to Delete:
In the menu that pops up, select 'Delete team'. It’s a super simple process! 🗑️
⚠️ Important Reminder:
Before deleting a team, make sure to remove all seats (team members) assigned to it. This is a must-do step before the delete option becomes available! ✅
🔺 Deleting a Team Member 🔺
1. Go to Team Members tab:
Your first step is to navigate to the 'Team Members' tab. This is where all your team dynamics are handled. 👩💻👨💻
2. Find the Right Option:
Once there, look for the three dots icon next to the team member you want to remove (you may scroll a but to the right). It’s as easy as that! 🗑️
3. Keep in Mind:
⚠️ Deleting a team member will remove all their assigned permissions. It’s a big change, so be sure you’ve considered everything before taking action. 📌
We hope this guide helps you manage your Simply-B2B teams more efficiently, keeping your workspace clean and organized! ✨
Enjoy streamlining your Simply-B2B experience! ✈️🌟
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