Removing an Advisor from your organization
Written by TJ Salyars
Updated at February 9th, 2024
Table of Contents
Removing an Advisor from your Company's Account
Advisors with manager-level access in a dealership's ExpertConnect account have the ability to remove other advisors from the organization. This is needed when an employee leaves the organization and no longer should have access to support customers or access data for the organization.
How to remove an advisor
- Go to the Manage tab on the web dashboard.
- Click on Advisors.
- Find the advisor you wish to remove and click the Trash / Delete icon under Actions.
- Click Yes to confirm removal of that advisor from your company's account.
Removing an advisor from your organization will switch their account to a free user with no association to your company. Your team will still be able to view their previous ticket data. We suggest re-assigning any open tickets, and closing any resolved ticket, prior to this action.