Removing a team member: handing off pending approvals

When you remove a team member, the system shows their pending approvals, delegations and memberships. For each pending approval you choose who takes over. The default Auto-escalate leaves the request with the other members of the responsibility role if there are any; otherwise it sends it to the policy's escalation contact, or to the team owner if none is set. You can also pick the Team owner or another member of the role directly.

1. On Team Settings, Members tab, click Remove next to the team member.
2. The dialog has three parts:
   • Pending approvals – requests where the person being removed is the next approver: personally, as a member of a responsibility role, or because the request was escalated to them.
   • Delegations – delegations they gave or received; these are deleted with the removal.
   • Memberships – how many projects, tasks, opportunities and responsibility roles they belong to; they are taken off all of them.
3. For each pending approval, choose who takes over:
   • Auto-escalate (default) – if the step belongs to a responsibility role that still has other members, the request stays with them. If not, it goes to the policy's Escalate to person, or to the team owner if none is set.
   • Team owner – the request goes to the owner of the team.
   • Another member of the role – for a role-based step you can also pick a person by name.
4. Click Remove.

The team owner cannot be removed.