Remove a team member

Remove an invited or accepted member from a team when their access should end.

Teams, Permissions and HRM

Remove a team member

Remove a member when their invitation or delegated access to a team should end.

When to remove access

Use the member delete action when a person has left the business, finished subcontractor work, joined the wrong team or should lose access to the delegated workspace.

The member can also leave a team from their team membership area when the action applies to their own membership.

Removing a member from the team workspace

Open Team Management.
Open the relevant team.
Find the member row.
Open the member action menu.
Choose Delete and confirm the removal.

Follow-up after removal

After removal, review remaining team members and permission counts. If the person handled quotes, projects, files or field tasks, reassign those responsibilities through the relevant operational records.