Editing or removing a team member
OverviewThis article explains when to use editing or removing a team member, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when an existing
Overview
This article explains when to use editing or removing a team member, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when an existing record needs to be updated and you want to understand which settings are safe to change and which ones affect downstream work.
How it fits into the flow
Editing or removing a team member sits within Settings / Team. It is designed to work alongside related articles such as Inviting a team member, Team list, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include Invite User, Cancel, Send Invitation.
Important fields
- Email Address: Look for input such as “user@example.com”.