If you no longer want to see or access a client's company due to the end of your collaboration, e.g., Then follow these steps to remove them from your Agency Dashboard.
There are two options, so look carefully to see which option applies to you:
- Your email address was directly invited as a User to the company
- The company was connected to your Agency Dashboard via a link
Your email address was directly invited as a User to the company
Step 1: On the Agency Dashboard, select the company you want to remove from the list, or use the search bar in the top right corner.
Step 2: Once the company is selected, the resulting page will lead to the company project. On the left side menu, click on “Manage Access.
Step 3: If you are the Owner of the company, contact our Technical Support department and request to be deleted from that company.
Step 4: If you are a Collaborator or Employee, you can remove yourself by clicking on “Remove yourself”.
The company was connected to your Agency Dashboard via a link
Step 1: Navigate to the “Connected companies” tab in your Agency Dashboard.
Step 2: Locate the company you want to remove and click on the icon under the “Disconnect company” column.
Step 3: In the popup window, click on “Disconnect company.”
As a result, the company will no longer appear on your main page in the Agency Dashboard, and nobody from your agency should have access to it. If certain users can still see the company, they should refer to the instructions outlined in the earlier section of this article to remove themselves from the company.