How do I remove someone who has left?
Remove them from your Team members page. It deletes their sign-in for good, frees their seat, and cannot be undone, though the conversations they handled stay in your inbox.
Removing someone deletes their sign-in completely. It is not a pause and there is no undo button, if they need access again later you invite them fresh.
Remove someone
- Go to Settings, then Team members.
- Find their row and press the remove icon next to their name.
- Confirm in the dialog that appears. It names them and warns that this cannot be undone.
You will be asked for a two-factor code first if you have not already confirmed one this session, the same as inviting someone or changing a role. Once confirmed, they lose access straight away and their seat is freed for someone else.
What is kept, and what is not
- Their sign-in is deleted for good. Getting them back means sending a fresh invitation, not restoring the old one.
- Conversations they were part of stay exactly where they are in your inbox, it is the person who is removed, not the history.
- The change itself is recorded in your organization's audit log.
Rules that protect your account
- You cannot remove yourself. Another administrator has to do it.
- You cannot remove the last remaining Administrator on the account. Promote someone else to Administrator first, then remove the one leaving.
If you are trying to remove someone and one of these two rules is stopping you, that is expected, not a bug, sort out the role first and the removal will go through.
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More in Your team
The other guides people read alongside this one.
- How do I invite someone to my team?
Send them an email invite with a role attached. They get seven days to accept, and you can resend or cancel it any time before then.
- What can an Administrator do that an Advisor cannot?
Administrators have full access including billing and removing people. Advisors handle conversations and contacts but cannot touch billing, settings or the team list.
- What happens when I run out of seats?
Every plan includes a certain number of people, shown at the top of your Team page. Once you hit it, inviting or accepting stops until you free a seat, buy an extra one, or upgrade.
- How do I update my own profile, and control what I get notified about?
Change your name, password or email from Account, then Profile. Two-factor sign-in, your active sessions and account deletion live under the Security tab there. Notifications live in their own screen with an optional push toggle.
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