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Conga Support

Removing a Scorecard Member

This page applies to: Conga Contracts

A user with the appropriate permissions can remove a member who has been assigned to complete a scorecard.  However, the member can only be removed if they have not yet completed the scorecard.

  Although the Contract Profile is used in the example below, the same steps also apply to adding a member to a scorecard in a Company Profile and Project Profile.

1. Open the Contract Profile containing the scorecard that needs a new member.

2.  In the Links section of the Profile screen, click the Scorecards link.

3.  In the Scorecards screen, locate the scorecard, and click on it to display its Profile screen.

4.  In the Scorecard Profile screen, locate the member you want to remove in the By Members section of the screen, and click their Icon Delete.png icon.

If there is a value in their Score field, you cannot remove the member because they have already completed the scorecard.

5.  In the Delete Member confirmation prompt, click Yes.