Adding and Removing Team Members

Once your team is created, you can add org members to it and remove them as your team structure changes.

Adding Members to a Team

Adding an existing org member

1. Go to Team Management → Teams.
2. Click the team you want to add to.
3. Click Add Member.
4. Search for the person by name or email.
5. Select them and click Add.

The member is added immediately. They'll see the team's DSM Board in their sidebar on their next page load.

Adding a new person to the org and team at once

Use the Invite Members flow from the Employees tab. You can assign teams during the invitation so the person lands in the right team as soon as they accept. See Inviting team members.

Removing Members from a Team

1. Go to Team Management → Teams → [Team Name].
2. Find the member in the member list.
3. Click the ... menu next to their name.
4. Select Remove from Team.

The member is removed from the team but remains in the organization. They lose access to that team's DSM Board but keep their org membership and can be added to other teams.

What Happens to Their Data?

Removing a member from a team does not delete their historical updates or scores for that team. Past submissions, KPI data, and weekly reports remain accessible to admins and owners. The member just no longer appears in the active board going forward.

Removing a Member from the Organization

To remove someone from the org entirely (not just a team):

1. Go to Team Management → Employees.
2. Find the member.
3. Click ... → Remove from Organization.

This removes them from all teams, revokes their login access, and frees their billable seat. Their historical data is preserved for admins to review.