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Editing and removing team members

How to update and delete team members in Telleroo

Charlotte Russell avatar
Written by Charlotte Russell
Updated yesterday

Only Admins can edit and remove team members in Telleroo. If you can't edit or remove team members, ask an Admin to action changes for you, or ask them to update your permissions to Admin.

Clients must edit and remove team members within their accounts. Here’s a guide to help them.

Only Admins can edit and remove team members in Telleroo. If you can't edit or remove team members, ask an Admin to action changes for you, or ask them to update your permissions to Admin.

Admins can make high-level changes to your account, so we recommend limiting who has this role.

Editing team members

Go to Team. You will see the list of team members in your firm’s Telleroo account. Next to the team member you’d like to make changes to, click Edit.

Within their personal details, you can edit their name and phone number. If they have a new email address, you’ll need to add them as a new user, rather than editing the existing one.

You can select and deselect their permissions to change what actions they can take in Telleroo. Once you’ve made all required changes, press Save.

Removing team members

To remove a user, click Remove. You can only remove team members who haven’t taken any actions in Telleroo. If they have been involved in payments, their actions must stay for audit logs.

Trying to remove a team member that's been involved in previous payments? Email [email protected] or start a chat with the team. They will be able to deactivate the account, meaning the team member cannot log in or use it in anyway, but their previous actions in Telleroo remain for audit logs.

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