Remove Employees or Contacts from Conversation Groups

Use Conversation Groups in the Advanced Tools submodule in the Settings module to remove employees or contacts from conversation groups.

To use Conversation Groups in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.

To remove an employee or contact from a conversation group:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the conversation group from which you want to remove an employee or contact.
3. In the left pane of the Settings page, click Advanced Tools > Conversation Groups.
4. Highlight the conversation group from which you want to remove an employee or contact.
5. In the bottom grid, highlight the employee or contact that you want to remove, and click Remove Selected User .
6. In the confirmation dialog box, click Yes.