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Remove contact book members

  • Updated

Who can use this feature?

System & User administrators only

 

You can remove users from a contact book in two ways:

  • From the contact book page
  • From the user page

You can remove active and pending users from a contact book. When you remove a user from a contact book, that user will no longer be a part of other contact book members' contact lists.

Note: There must be at least one active staff user in a contact book if the group also contains clients. 

 

To remove users from a contact book from the contact book page:

  1. From your desktop, click on the admin menu 
  2. Click on Contact book
  3. Locate the contact book you wish to remove members from.
  4. On the contact book page, you will see a list of group members. Locate the user you wish to remove and click on the three-dot menu next to them.

  5. Select Remove.
  6. A confirmation modal will open. Click Remove. 

 

To remove a user from contact book from the user page:

  1. From your desktop, click on the admin menu.
  2. Click on Staff or Clients.
  3. Locate the user you wish to remove from a contact book.
  4. On the user page, click on the Contact Books tab.
  5. You will see a list of contact books the user belongs to. Locate the contact book you wish to remove the user from and click on the three-dot menu next to it.

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  6. Select Remove.
  7. A confirmation modal will open. Click Remove.

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