Convert Current Team member to Web-Only

Convert Current Team member to Web-Only

This article will walk you through how to Convert a Current Team member to Web only team member.

Step 1. Archive the Current Team member
  1. Go to Setup Menu and click on sub menu Team Members
  2. On the right-hand side of the page, click the ellipsis or 3 dotted icon
  3. Then select Archive
  4. You may be asked to confirm the team member name.
  5. Reassign any Listings, Leads and Contacts, etc to other current team members.
Info
For more detailed instructions, click this help file link Archive/Delete a Team member

Step 2. Upgrade Past Member to Web Only Team member
  1. Go to the Setup menu
  2. Click on the sub menu "Team Members"
  3. Up the top left hand corner, click Current members to see the following options:
    1. Current Team Members
    2. Web Only Team Members
    3. Past Team Members
  4. Click on "Past Team Members"
  5. Choose or search for the team member that was archived
  6. Click on the team members name or the magnify icon on right
  7. Click on Convert to Web only Team member button
  8. Click Yes to confirm.