Skip to main content

How do I remove a user from a team in SalesScreen?

You remove a user from a team by going to Manage → Organization → Teams, selecting the team, finding the user under the Users tab, and reassigning them to a new team or removing them entirely.

Written by Caroline Ingrud

Role
Company Admin or User Admin

Plan
All plans

Prerequisites / who this applies to

  • You have Company Admin or User Admin access

  • The user is currently assigned to a team

  • You know which team the user belongs to

Step‑by‑step instructions

Step 1 – Open Organization

  1. In the bottom‑left corner of SalesScreen, click Manage.

  2. Under the Company section, click Organization.

Step 2 – Go to Teams and select the team

  1. On the Organization page, click the Teams tab.

  2. Find and select the team the user currently belongs to from the list.

Step 3 – Find and reassign the user

  1. Once the team is open, click the Users tab.

  2. Find the user you want to remove in the list.

  3. Click the three dots (⋯) to the far right of the user's name.

  4. From the menu, choose:

    • Reassign to another team – select the new team from the dropdown, or

    • Remove from team (if that option is available)

The user is now removed from the original team and (if reassigned) added to the new one.

What if this doesn't work?

I don't see the three‑dots menu or reassign option
You may not have User Admin or Company Admin rights. Ask a Company Admin to update your permissions or reassign the user for you.

The user still appears in the old team after I reassign them
Refresh the page or log out and back in. If the user still shows in both teams, contact SalesScreen Support as this may be a sync issue.

I can't find the user in the team I expect

  • Double‑check which team the user actually belongs to under Manage → Users → Active and look at their Team column.

  • The user may have been moved already or belong to a different team than you thought.

Related articles

Did this answer your question?