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Remove a team member

Remove someone from your Opteo team, and what's deleted when you do.

Only admins can remove team members. Removing someone is permanent.

Remove someone

  1. Click your profile picture at the bottom of the left-hand menu, then Team Management.

  2. Click Actions next to the person.

  3. Click Remove User.

  4. Click Remove User again to confirm.

You can't remove yourself. To cancel an invite someone hasn't accepted yet, remove them the same way.

What's deleted

Removing someone deletes their Opteo login, along with:

  • the connections they made to your ad platforms

  • their Agent conversations and their own saved prompts

The team's ad accounts, Account Groups, Team Prompts and settings stay as they are.

If an ad account was only connected to Opteo through this person, it loses its connection. Before removing them, make sure someone else has connected those ad accounts. See Fix an ad account showing Connection Broken or Access Lost.

If they need to come back later, invite them again and they'll create a new login.

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