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    • Actis CRMActis is the market-leading pharmaceutical CRM system.Take a look
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Remove employee from a shared account

Basics

Remove employee from a shared account

Related topics
Share account with other employees Transfer an account Leavers process
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Accounts are managed manually, so any changes to the employees that work on the account can only be made by the account owner or the system administrator.

  1. Open the account
  2. Under the Navigation tab click Employees
  3. Find and select the employee you wish to remove in the Account Employees list and click the right-arrow button to move that person back to the Available Employees list
  4. Click the double arrow button only if you want to remove all employees from the account
  5. Click the Save and Exit button to close the account

Account Owners cannot be removed from the account. The ownership must be passed to another Actis user first.

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Next: Account review

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