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Remove User From a Project

Access

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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. ​

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To remove someone from a project

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  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
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  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" 

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Level 16, 213 Miller Street

North Sydney, NSW, 2060

Australia

Adelaide Office

Level 10, 115 Grenfell St 
Adelaide, SA, 5000

Australia

Melbourne Office

10-20 Gwynne St

Cremorne, VIC, 3121

Australia

Singapore Office

20 Collyer Quay, #09-01
Singapore 049319 

Philippines Office

Level 6 Ayala Gardens Tower 2, Paseo De Roxas Cor Makati Avenue Bel-Air, City of Makati, Fourth District, NCR 1209

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