How to delete Team Members/CTAs

Modified on Thu, 15 Jun 2023 at 08:57 PM

Please follow these instructions to successfully delete your team members from your Company Assets in Symphony. 

  • You may need to delete Team Member(s) from your Symphony assets when the SAM data or the type of team member is incorrect. In these situations, team members need to be removed from Symphony and re-added. 


Step 1. Check your Submission

Step 2. Check your Projects

Step 3. Go to Team Members

Step 4. Edit the Team Member

Step 5. Delete the Team Member

 

1. Check your Submission

Make sure the team member is not part of your proposal. Go to the Team Members tab in your submission and withdraw the team member if they are listed. 


Team Member is in a Proposal 

2. Check your Projects

Go to Projects/Past Performance in the My Company link if the team member performed any projects. Replace them with the prime or another team member as needed. This can be a temporary swap.
 

3. Go to Team Members 

Go to the Team Members tab in My Company and select the Team Member once they are not part of any projects or submissions. Symphony will direct you to the order of the steps if attempted in the wrong order. Read the messages carefully. 

 

Team Member has documents attached 

4. Edit the Team Member

Select the Team Member for editing.

  1. Remove Business Factors: All business factors must be unclaimed and you must delete the documents attached to those claims. 
  2. Remove Supporting Documents: Delete any Teaming documents attached to the team member. If a trash can icon is gray, return to the business factor (labeled as the Document Type) where the document is linked and delete it.

 Team Member has Business Factor documentation

5. Delete the Team Member

Once the deletion is complete, you can add the team member back to Symphony with the new relationship type and the current information at SAM if needed. Remember to update the corresponding assets in the applicable screens if you add a Team Member back. 


Watch this video for a brief overview.


 

If you still need help, contact us.


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