Overview
Whether you need to manage team changes, update roles, or adjust account access, removing a member can be done quickly through the team management dashboard.
Learn how admins can remove users, what happens to any assigned contacts or credits, and how to ensure a smooth transition for your team.
💡 Note: You must be an account admin or manager to remove team member(s).
Remove a member from your team
Click on the 'Team Management' tab from the top right side of your Dashboard.
Under the 'All Members' section you can view the list of your current members
Click on the team member you would like to remove
From the upper toolbar, click on the 3 dots (...)
Click 'Remove member'
Make sure to confirm in order to remove the member from your account. All users which are removed from an account, will be converted to a free account.
Tip 💡 You can also perform bulk actions in the team management tab such as:
Removing members from the account
Adding users directly to a group
Removing users from a group
Canceling pending invites
To do so, check the box next to their names and then click the three dots at the top to select the bulk action you need.
💡 Note: an admin cannot remove himself from the account.
To learn how to invite new users to your plan, please click here.