Get more done, with Kerika

Task Management for Remote Teams

Skip to content
  • KERIKA.COM
  • FEATURES
  • USERS
  • PRICE
  • ABOUT US

Removing someone from your Account Team

April 3, 2019KerikaAccount, TeamsKerika

The Account Owner can remove, or downgrade, any member of her Account Team: this is a simple, instantaneous action that can be done while logged into Kerika.

While logged in, click on the the user photo (or initials) that appear at the top-right corner of the app:

Manage Account Team Step 1
Manage Account Team Step 1

Then select the Manage My Users option in the dialog that appears:

Manage Account Team Step 2
Manage Account Team Step 2

This will take you to your Account Management page with all the users listed:

Manage Account Team Step 3
Manage Account Team Step 3

When you hover your mouse over any of the people listed, user management actions appear as buttons:

Manage Account Team Step 4
Manage Account Team Step 4

Clicking on the Manage User button offers two actions for someone who is currently a Team Member in your Account Team:

Manage Account Team Step 5
Manage Account Team Step 5

The Remove from Account action will remove this person from every board owned by your Account.  This can’t be undone, so take care if you do this!

The Make This User a Visitor action will change this person’s role to a Visitor, across any boards owned by your Account where this person was originally a Board Admin or Team Member.

Use the Remove action when you simply want to exclude someone from everything in your account, e.g. if an employee resigns.

Use the Make Visitor action if you don’t expect this person to have an active role in any of your boards, and you don’t want to pay for this person’s subscription anymore.

Visitors will continue to show up in your Account Team list, but you don’t need a subscription for them.

About Kerika

Kerika is work management for Lean, Agile and Distributed Teams. View all posts by Kerika →

Post navigation

← Free Kerika Accounts for folks at University of Malaya Requesting a Refund or Credit for your Account →

Subscribe to our blog

Get notified when there are new posts
Loading
Proudly powered by WordPress
This website uses cookies to improve your experience. We'll assume you're OK with this, but you can opt-out if you wish.Accept Read More
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT