Removing an Advisor from your organization
Written by TJ Salyars
Updated at February 5th, 2026
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.
Yes, Reassign & Delete - If this option is chosen you will be prompted to automatically assign a certain advisor the open tickets that the advisor being deleted may have to prevent any open cases from being left unassigned and unattended.
No, Unassigned & Delete - Choosing this option will automatically
- Tickets with a deleted advisor will still be viewable in the Customer History tab.
⚠️ Important Note on Advisor Deletion and Phone Number Reuse
When you delete an advisor in ExpertConnect, their contact information—such as phone number or email—is preserved in the system if they were associated with any tickets where they were listed as the customer, not the advisor. This ensures historical ticket data remains intact and traceable.
If you need to reuse the advisor’s phone number for a new or different advisor, you must contact ExpertConnect Support.
Deleting the advisor alone does not release the phone number for reassignment.
To request a number release, please submit a support ticket to the ExpertConnect team.
If you are trying to add an advisor who previously worked for another organization, and their old account was never deleted, they must be removed from that previous organization before you can invite them to yours. Someone at their former organization with Manager or Admin permissions will need to delete the advisor from their advisor list first.
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.