Remove a Team Member

In Case Manager, if you are the person that created a case, you can remove team members from the case. Team members that you invited to a case cannot remove other team members from the case.

Note: For cases that have Data Sync enabled, team members can remove themselves from a case by deleting the case in Case Manager. Doing so, does not impact the case data for data synced cases it only removes the team member from the case. For the team member to view the case again, they will need to be re-invited to the case by another case team member .

To remove a team member:

  1. Open Case Manager.

  2. Double-click on a case to open it.

  3. Select a team member from the Team Members table.

  4. With the team member selected, click the Remove Team Member button.

  5. A confirmation dialog appears.

  6. Click Yes in the confirmation dialog.

  7. The team member is removed from the case.


Related Topics

Invite a Team Member