OneTeam Services - Colour.png

Remove User From a Project

Access

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"