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Applicable Roles/Permissions/Licenses

Remove Clients From Team Members

1. Click your profile on the global navigation bar and choose Settings on the pop-out menu.

2. In the left column, click Team Members.

3. Select the team member you want to assign to multiple clients by clicking the blue link in the Contacts Assigned column.

4. On the Edit Team Member Access screen, click the Options icon to the right of the Assign New Contacts button.

5. Click Remove all contacts.

Contacts removed will immediately be erased from the Edit Team Member Access screen.

6. Click Save Changes.