How to remove a team member
How to remove a team member
To remove someone from your team:
- Go to Team or Settings > Team Members
- Find the team member you want to remove
- Click the menu icon or "Remove" button
- Confirm the removal
The team member will immediately lose access to your business account.
What happens after removal
When you remove a team member:
- They're immediately logged out from your business account
- They can no longer view transactions or account data
- Their activity history remains in your audit logs
- Any pending actions they initiated may need to be reassigned
- They receive an email notification about the removal
Best practices for offboarding
When removing a team member:
- Review and reassign any pending approvals
- Transfer ownership of any resources they managed
- Update any workflows that depended on them
- Review recent activity for any concerns
- Change shared passwords or access codes
- Document the offboarding in your records