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How do I deactivate a team member?
How do I deactivate a team member?

You can delete a team member and all of their clients, contracts, and invoices will automatically be reassigned to the account owner.

Kelly Beeby avatar
Written by Kelly Beeby
Updated over a week ago

The account owner and any other team members with "Admin" permissions can deactivate a team member.

From your Team page, find the team member to be deactivated. Click the 3-dot icon and select "Remove Member Access."

  • All of that team member's clients, contracts, and invoices are automatically reassigned to the account owner

  • The deactivated team member is blocked from logging in

Note: Admin users can reactivate a previously deactivated team member by clicking "Grant Member Access" from the team member table

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