How do I delete a client in Teamwork.com?
Note: Only site administrators and users with permission to manage people & companies can delete a client.
Click Clients in the left navigation menu on your site.
Select the client you would like to delete to view the client's profile.
Any projects associated with that client will automatically be assigned to the owner company upon deletion.
You can edit an individual project to update the assigned client prior to deletion.
How do I keep a client's people when deleting it?
If there are any people in the client when you delete it, they will also be deleted. To prevent users being deleted when deleting a client, click the three dots in the top right corner and select Move People from this Client.
In the Move People modal, you can select the users you want to move and choose a destination client.
Once you have moved the necessary people, click the three dots in the client profile and choose Delete this Client.
If you would like to delete a number of people from your site quickly, you can move them all to a new temporary client and then delete it.
Frequently asked questions
What happens to the client's projects?
They're automatically assigned to the owner company. You can edit each project to assign a different client before deleting.
What happens to people in the client?
They're deleted too, unless you move them to another client first.
Can I quickly delete lots of people?
Yes. Move them all to a new temporary client, then delete that client.
For more information, see: Working with the Companies View