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Approve/Reject Teammates

In this article, you can learn how to approve or reject new teammates from the Teams section.

You can approve or reject the teammates when they sign up using the Teammate Signup Page. To know the process, all you need to do is just follow the simple steps below.

The admin user or the project manager can see the notifications of approvals or rejections of the new teammates in the Teams section.

Step1: After successfully login into the ClientVenue dashboard, you need to click on the "Teams" option on the Home screen.

Step2: When the new users are signing up through Team Signup Page then the project manager or the admin user will get the notification for team member approval in the Under Approval section as shown below.

Deactivate/Delete Teammates

You can deactivate or delete the teammates anytime from the Teams page. To know the process, all you need to do is just follow the simple steps below.

Step1: After successfully login into the ClientVenue dashboard, you need to click on the "Teams" option on the Home screen.

Step2: To deactivate the teammate, you can just click on the Status Toggle button which shows a teammate whether the person is in an active or disabled state.

Step3: If the status toggle button goes off then the teammate is deactivated from the list of existing projects and tasks on the platform.

Step4: To delete the teammate, the admin user or project manager can simply click on the Action button on the right side of the screen.

Step5: You can find the Delete option in the action bar, if you click delete then it will send the teammate account to the Trash bin, and it will be deleted permanently after 30 days.

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