You have two options when removing a user:
- Delete from organisation entirely
- Remove from your Realworks subscription
User option 1 when someone leaves your business, option two is useful for keeping the option open to reactivate them (eg when you need to allocate their subscription seat to someone else temporarily).
Note that in both cases, all forms owned by that user will remain within Realworks under that user’s name and can be accessed by other users. Admins can reassign ownership if required.
Interactive Guide #
Click ‘Get Started’ to see how:
How to remove a user from your organisation #
1. In the My Agency Ege admin portal, click ‘Organisation’ section in the sidebar.
2. Select ‘Manage’ next to a team member you’d like to remove from your organisation.
3. This panel will open, click ‘Remove member’ to delete them from your organisation entirely. A pop up will ask you to confirm your choice.
How to remove a user from your Realworks subscription #
1. In the My Agency Edge admin portal, click ‘Products’ tab in the navigation.
2. Open ‘Manage’ on the Realworks tile to manage your Realworks subscription.
3. This org has two active users and 13 seats available on their subscription (shown in blue background).
4. To remove a user from your subscription, simply remove their permissions by removing their Team Member and/or Admin permission.
5. By removing the ‘Team Member’ permission for Ella Gant, it now shows that there are 14 seats available.
6. Be sure to click ‘Save changes’ to lock this in.
