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Remove a customer from a team-managed service project

You must be a project administrator to remove customers from a team-managed service project. You can only remove a customer if Service project access is set to Customer added by agents and admins in your Customer permission settings. Learn more about changing project customer permissions.

To remove a customer from a team-managed service project:

  1. From your service project, go to Customers.

  2. Find the customer you want to remove by searching for the customer.

  3. Select Remove next to the customer.

The above steps removes the customer’s access to the team-managed service project however the customer stays visible under Customers for record keeping purposes. To remove them permanently, you need to delete the customer’s account.

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