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1. Find team member account to be kept

Tip

The team member account to keep will be used to merge the properties, viewings, calendar and ideal week times from the other team member account (which is no longer needed)

From the dashboard menu (on left):

  • Click People and select Team

  • Search for the team member account to be kept

    • Use the column search/filter functions
      e.g. click Last column heading, enter required last name and click Search

  • To the right of the required team member account, click ellipsis icon () far right and select Merge

Merge option.png

2. Select account to remove

A prompt will be displayed:

  • Find the relevant account in the list
    Select the account that needs to be removed

  • Click to select and click Merge

Merge - select user and confirm prompt.png

3. Confirm merge

  • Another pop-up message will be displayed to confirm the merge, click OK

    Confirm merge prompt.png
Tip

The selected team member account is removed and their properties, viewings, calendar and ideal week times are transferred to the other selected team member

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