When you remove a team member from your workspace, everything they created stays in your workspace. Their tickets, bookings, recordings, forms and tasks are not deleted. They lose access to every Neeto product in the workspace and are signed out.
What changes in each product
In some products, you need to move their work to someone else. Check these before you remove someone.
In NeetoDesk, tickets assigned to them that aren't closed become unassigned. You'll find them in the Unassigned tickets view and can reassign them from there. Automation rules that assign tickets to them, or that only apply to them, are turned off.
In NeetoCal, scheduling links where they're the only host stop working. So do links with several hosts where they're the main host. Upcoming bookings where they're the only host stay booked with them, and they can still join those meetings. Before removing them, add another host to their scheduling links and change the host on their upcoming bookings.
In NeetoPlanner, they're removed from every project and from the tasks assigned to them, so assign those tasks to someone else. If they're the only member of a project, nobody else will be able to see that project, so add another member to each of their projects first. If they're the only admin of a project, another member of that project becomes its admin.
In NeetoRecord, their recordings stay in the workspace, and admins can still see and manage them. You can't change who owns a recording.
In NeetoForm, their forms and the submissions to them stay in the workspace, and admins can still see and manage them. You can't change who owns a form.
Removing a team member
Click your profile icon in the bottom-left corner.
Go to Workspace.
Click Admin Panel. It opens in a new tab.
Click Team members in the left sidebar.
Click the three-dot menu next to the member's name.
Click Remove from workspace.
Click Remove to confirm.
To remove several team members at once, select them using the checkboxes, click Take action and choose Remove from workspace.