learn how to handle your different teams as an Agency
It depends if your client's account already exists or not.
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Yes!
You may want to archive some of your client teams with which you're not working currently without getting rid of them entirely.
๐ Archiving them will make your cockpit look a little cleaner, showing only the active clients in the main view.
๐ Archiving the clients instead of removing them allows you to still have access to all the data of the account including their invoicing which is important for your accounting.
๐ Fear not: when you're archiving a team, it's normal that you do not see it anymore from your list of teams menu:
Here's a quick loom on how to use the cockpit archiving feature:
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You sure can. Just remember that once you do delete a client's team from your cockpit, you loose access to it.
With this in mind, always remember to follow those 3 steps:
1- Make sure that the plan has been cancelled if needed, you can do that from your Cockpit - Billing
2 - Download that team's invoices in case you might need them for your accounting later, also from your Cockpit - Billing
3 - Finally, choose to remove your Supervisor user from said team from your Cockpit - Teams, and TA-DA! the team will be gone from your cockpit!
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If you'd like to learn more about how to use your cockpit, the different roles and the seat assignment system, it's over here!
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Et voilร ! ๐