Ending a Team Membership

Mohammed Jamal Updated by Mohammed Jamal

System Administrators can end a team membership by recording an End Date against the record. This allows a record of team membership to be maintained and team-based security access to be granted to active team members.

  1. Open Team record in the usual way.
  2. Select the Members tab.
  1. Select the Team Member record you wish to end from the list. The 'Team Member' page is displayed.
  2. Enter an End Date in the field provided.
  1. Select the Save or Save and Close button.

You may receive one of the following messages. Follow the instructions in these dialogs by changing the default team or ending/changing the Responsible Team of the Employment Contract.

Warning Message

Solution

Go to the Details tab of the System User record, and assign a different Default Team.

You will need to assign the contract to another Responsible Team before you can end the team membership. In the System User record, navigate to Menu > Employment > Employment Contract, and use the checkbox to select the contract in the list, and choose the Assign selected records to another team button.

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