Remove a Single User Account from a Project
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Follow the steps below to permanently remove a user from the Project Directory. In order to remove a user from a project, any items on which the user is assigned on the project (e.g., the user is an 'Approver' on a submittal or the 'Assignee' on an RFI) must be reassigned to another user or the user must complete the assigned task (e.g., the user must submit a reply on the submittal or the user must submit a reply to the RFI and the RFI must be 'Closed' by the RFI Manager).
- Navigate to the project's Directory tool.
- Locate the user to remove and then click Edit.
- Click Remove from Project. A confirmation message appears. Only the user's contact record is removed from the Project Directory. All of the user's past activities remain a permanent part of the project's historical record.
- Click OK to acknowledge the confirmation message.
A YELLOW banner appears at the top of the page to confirm that the user was removed. This action removes the user from the project and also from any associated email distribution lists for that project.