top of page
OneTeam Services - Colour.png

Remove User From a Project


This feature is available to [Engagement] Team Members and Engagement Managers who can add any user from the consulting firm or the client to the project. ​

To remove someone from a project

  1. Select Engagements from the top menu

  2. Optionally click on a client tile to filter and show just the engagements for that client. 

    • Note: You can click the tile again to show all client tiles

  3. Click the relevant engagement

  4. Click on the project to open it

  5. Click the "-" icon next to the person you wish to remove in "People Involved" / "Your Tax Team" 

bottom of page