Removing a Team Member from Link Capacity

To delete a team member, delete them from Xero Practice Manager. This will remove them from Link upon the 10 minute sync. All tasks the deleted team member is assigned to will be affected by one of the following 4 scenarios:

• The deleted team member is the only person assigned to a task. In this situation, the deleted team member will be removed from the task, putting it back into ‘Unscheduled Tasks’ in the Schedule Tasks module.
• The deleted team member is the only person assigned to a task, but has added time to the task. In this situation, the deleted team member will remain assigned to the task to represent the actual hours, and another unassigned row will be created, putting the task back into ‘Unscheduled Tasks’ in the Schedule Tasks module.
• There is at least one other person assigned to the task the deleted staff member is assigned to, and the deleted team member has not added time to the task. In this situation, the deleted staff member will be removed from the task. The task will remain on the workflow list of the other team members that are assigned to the task.
• There is at least one other person assigned to the task the deleted staff member is assigned to, and the deleted team member has added time to the task. In this situation, the deleted staff member will remain assigned to the task to represent the actual hours. The task will remain on the workflow list of the other team members that are assigned to the task.

Deleting a team member cannot be reversed so care should be taken when doing this.