Groups can be used to separate Users by team or department, to reflect your internal structure.
Over time, it may be necessary to remove a user from a certain group(s).
Navigate to Account Settings from the system Home Page.
Note: Only users with Master User permissions can access the Account Settings.
Click Firm Groups.
Click Edit Group.
Navigate to the User and click Remove.
Click Save to confirm the change.
Note: The system will not warn you should there be tasks assigned to the Group that you are deleting Users from. This means that should you delete all the Users from the Group, there will be no prompt to re-assign outstanding tasks.
Should you need any further support please contact the team at email@example.com or call 01206 321391.