Remove & merge a team member (IRE / Reapit Bookings)

This guide has been reviewed against our global client base and classed as relevant to all regions

When a team member account is no longer needed, a merge can be carried out to transfer the team member’s properties, viewings, calendar and ideal week times need to another selected team member

This page outlines how to merge a team member account with another

1. Find team member account to be kept

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 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

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

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

Knowledge Base

Remove & merge a team member (IRE / Reapit Bookings)

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