In either case, when the team is deleted, the team leader and all team member accounts will still exist inside AccessAlly and inside your CRM. However, they will have all the necessary revoke tags added to their account, and will be unable to access content on your membership site.
This setup allows you to retain client records in your CRM.
NOTE: Simply “deleting” a team leader account will NOT affect the team member accounts. If you delete a team leader, whether in AccessAlly or your CRM, the team members will continue to exist with all former permissions.
Method 1: Manually Delete The Team Inside AccessAlly
This is the recommended method of deleting a team.
Begin by going to: AccessAlly > Teams > Manage. Here, you can search for the team leader who’s team you’d like to delete.
Then, click on the “Delete Team” 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 leader. 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 Leader
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 Leader 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:
- Designate the “Delete Team” tag to trigger the automation.
- 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
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 leader. This effectively removes their access from the membership site. It does NOT delete their contact in the CRM or in WordPress.
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.