Remove Team Member
Revoke access for team members
Removing Members
How to Remove
- Go to Settings > Team
- Find the member
- Click "Remove"
- Confirm removal
What Happens
- Immediate access revocation
- Sessions terminated
- Activity log preserved
Reassign Work
Before removing:
- Reassign pending items
- Transfer ownership
- Update notifications
External Access
For CAs/advisors:
- Remove when engagement ends
- Document access history