Deleting Teams and Removing Members
There is a difference between the deletion logic for teams being used in template versus schedule tasks:
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If a team has been assigned to a task(s) in a template, then it cannot be deleted. To delete the team, first remove it from all tasks to which it is assigned.
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If teams are used in schedule tasks, then the deletion is allowed but it is a logical deletion. For example, the schedule task can still see the team even though no new tasks can use the team.
To delete teams or members:
- In Tax Operations, click Manage, and then Teams.
- To delete teams, select a team, click Delete, and then at the warning, click Yes.
- To remove members, double click a team name, and on the Edit Team dialog box, select a member and then click Remove.
- Click OK.
- On Manage Teams, click Close.