Remove a team member from your company account

To remove a team member from your account, follow the below steps.

 

Step 1:  Go to your company profile

After you log in to your Webuild account, you can access your company profile by clicking your name on the top-right hand side of your screen

Step 2:  Click the users tab

Once you have navigated to your company profile, select the "USERS" tab and click the "INVITE" button to invite team members to join your account.

Step 3:  Click the overflow button

Click the small button on the right-hand side of the related user and select "Remove contact" from the menu.

Step 4:  Re-assign work to another team member

It is likely that the user that is being removed is associated with project tasks and correspondence with external parties.

Before removing the user, you can re-assign all responsibilities of one or all related projects to another team member.

Once you have assigned all project responsibilities, click the "REMOVE AND TRANSFER" button.

Still stuck? Shoot us an email at [e-mail] and our customer success team will be in touch.