If you need to replace a team member assigned under your Purchase Order (PO), ProofLex gives you two simple options depending on your requirement.

 

Option 1: Delete the Member from the Team

 

To delete a member from the team, follow these steps under Manage Teams:

 

STEP 1: Go to Team Details.

STEP 2: Open the relevant team.

 

 

 

STEP 3: A list of all team members will appear. Select the member you want to remove and click the Delete icon.

STEP 4: Confirm by selecting “Yes” to complete the removal.

 

 

 

 

Option 2: Remove the Member from the Purchase Order (PO).

To remove a user directly from an assigned PO, follow these steps under Manage Teams:

 

STEP 1:  Select “Purchase” from the top menu bar.

STEP 2:  Open the relevant PO details. 

 

 

 

 

 

  STEP 3:  A list of all members assigned to the PO will appear. Select the member you want to remove and click the Delete icon.

  STEP 4:  Confirm by selecting “Yes” to complete the removal.

 

 

Once a member is removed from the PO/team, they will immediately lose access to workflow creation, and their account will be downgraded to the ContentCraft Trail plan.