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How to Delete a Team Inside AccessAlly

If a team parent user decides to cancel their team account, you can choose to delete the team in one of two ways: manually or with a CRM automation.

When the team is deleted, the team parent and child accounts will still exist inside AccessAlly and inside your CRM. However, they will have all the revoke tags added to their account (which you designated in this tutorial), and will be unable to access content on your membership site.

Method 1: Manually Deleting a Team

This is the recommended method of deleting a team.

Begin by going to: AccessAlly > Teams > Manage. Here, you can search for the parent user who’s team you’d like to delete.

Then, click on the “Delete Team” button.

What Happens When You Click the Button

The Delete Team Button tells AccessAlly that all “revoke” tags (designated in this tutorial) should be applied to all members of a team, including the team parent user. This effectively removes their access from the membership site. It does NOT delete their contact in the CRM or in WordPress.

Method 2: Deleting A Team With a CRM Automation

The second method of deleting a team requires a specific Team Management page / CRM automation setup. Because of the automation complexity, there is an additional possibility for user setup error. If you choose to use this method, take the time to run multiple test users through the automation to make sure you have set it all up properly.

Step 1: Create a “Delete Team” option For the Parent User

Go to: AccessAlly > Custom Operations

Here, you will add a Custom Operation, and select “add the tag” in the Choose what this operation will do. The tag you designate here needs to be already created in your CRM, and will be used solely to trigger the “delete team” automation.

Then, make sure to check the “enable” box so that the operation can be triggered from within the membership site.

Please see the example below:

Next, you’ll add the button shortcode (indicated in the settings) to the Teams Manager page (created in this tutorial).

At this point, the Team Parent user can initiate the delete tag – but you still need to build out the CRM automation that will follow through.

Step 2: Create the CRM Automation to Delete Team

The CRM automation you create needs to include these two basic components:

  1. Designate the “Delete Team” tag to trigger the automation.
  2. Add the “Delete Team” Webhook/HTTP Post. You can find this by going to: AccessAlly > Teams > Setup > (Select the team type) > Webhook URL > Deleting a team

What the Webhook Does

The Delete Team Webhook URL tells AccessAlly that all “revoke” tags (designated in this tutorial) should be applied to all members of a team, including the team parent user. This effectively removes their access from the membership site. It does NOT delete their contact in the CRM or in WordPress.


WARNING

Please note that “deleting a team” will ONLY add the designated revoke tags. If you wish additional actions to happen (like cancelling their subscription charges, etc.), you must either do that manually or build the action steps into your CRM automation.

Updated on January 19, 2018

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