Whether it’s restructuring roles, offboarding an employee, or optimizing team size, removing a user from Jugl is a secure and straightforward process.
This guide covers both web and mobile versions, ensuring a smooth transition without losing valuable data or disrupting workflows.
🌐 Step 1: Log In to Your Jugl Account
On Web:
📌 Visit web.jugl.com in your browser.
📌 Enter your mobile number.
📌 Select how you’d like to receive your One-Time Password (OTP) (SMS or WhatsApp).
📌 Enter the OTP to log in securely.
On Mobile:
📌 Open the Jugl mobile app.
📌 Enter your mobile number.
📌 Choose your OTP method (SMS or WhatsApp).
📌 Enter the OTP to log in securely.
📢 Pro Tip: Keep your phone nearby for a faster login experience.
🏢 Step 2: Navigate to Your Workspace
On Web:
Once logged in, go to the workspace where you need to remove the user. You have multiple ways to access it:
📌 Option 1: Click your workspace name (top-left corner) → Select “Open Workspace Settings” → Go to the “Members” tab.
📌 Option 2: Click the “Workspace” tab (bottom-left panel) → Select Workspace Settings → Open the Members tab.
📌 Option 3: Click the “People” tab (bottom-left panel) → Click “Manage Members ➕”.
On Mobile:
📌 Tap the “People” option in the bottom navigation bar to access team management.
👥 Step 3: Locate the User to Be Deleted
On Web:
📌 In the Members Tab, scroll through the employee list or use the search bar to find the user.
On Mobile:
📌 Inside the People section, scroll through the team list or use the search function to find the user.
📌 Tap on their profile to access their settings.
📢 Pro Tip: Before deleting an employee, review their assigned tasks and projects to ensure a smooth handover of responsibilities.
❌ Step 4: Delete the User from Your Workspace
On Web:
📌 Click the three dots next to the user’s name to open the action menu.
📌 Select “Remove User”.
📌 Confirm the action in the pop-up message.
📢 Why It Matters: Deleting a user removes their access completely and clears their contributions from the workspace, keeping everything organized.
On Mobile:
📌 Inside the employee’s profile settings, tap the “Delete User” button.
📌 A confirmation popup will appear with two options:
✅ Select “Remove” to delete the user from the workspace.
📢 Pro Tip: Before removing a user, reassign their tasks to a team lead or admin to keep everything running smoothly.
🔍 Step 5: Review & Reassign Tasks
After removing an employee, take a few minutes to:
📌 Reassign any critical tasks they were responsible for.
📌 Ensure workflows remain smooth and uninterrupted.
📌 Confirm that no essential data has been lost in the transition.
📢 Why It Matters: A quick review prevents confusion, ensures proper task management, and keeps your team aligned.
🚀 Why Jugl Makes Team Offboarding Effortless
📌 Full Control – You decide whether to keep or clear the user’s contributions.
📌 Seamless Transitions – Task reassignment prevents workflow disruptions.
📌 Efficient Management – Intuitive tools make removing and managing users effortless.
Companies with structured employee offboarding experience 30% fewer workflow disruptions (Source: Forbes).
🎯 Manage Your Team with Confidence!
Deleting users in Jugl isn’t just about removing access—it’s about maintaining a structured, efficient team that’s always focused and organized.
📌 On Web: Log in to web.jugl.com and manage your team effortlessly!
📌 On Mobile: Open the Jugl app and handle team adjustments on the go!
📢 Let’s Jugl it! 🚀