Removing a Team Member from a Group

Removing a Team Member from a Group in HR Manager portal means that you can no longer report on Group history for that Group - consider preserving Group history by deactivating a Team Member, in preference to removal.

To remove a Team Member from a Group:

1. Select the Groups tab.
2. On the Groups Home page, select the Name of the Group you want to modify.

3. In the Group To Group Memberships Related List, select Delete for the Team Member you want to remove from the Group:

   

   You are asked to confirm:

   

4. Select Delete in Salesforce Lightning Experience or OK in Salesforce Classic.

   The Team Member is removed from the Group and the Group Detail page is redisplayed.

Alternatively, you can remove a Team Member from a Group through the Team Member Detail page:

1. Select the Team Members tab.
2. Select the Team Member you want to remove from the Group.

3. On the Team Member Detail page, scroll down to the Group Memberships Related List.

   If the Group Membership Related List is not displayed:

   1. Select Setup, then select Edit Object.
   2. On the object details page, from the sidebar select Page Layouts, and then select the layout to edit.
   3. In the left panel of the Team Member Layout, select Related Lists.
   4. Drag and drop the Group Memberships Related List where you want it on the page layout.
   5. Select Save.

   The Related List is added to the Team Member Detail page.

4. In the Group Memberships Related List, select Delete for the Group you want.

   You are asked to confirm:

   

   Select Delete.

   The Group is removed from the Group Memberships Related List for the Team Member and the Team Member Detail page redisplayed.