How do I remove someone who has left?
Remove them from your Team & roles page. They lose access to your business straight away and their seat is freed, and their sign-in is deleted too only if your business is the only one they use Peakify with.
Removing someone takes away their access to your business straight away. If your business is the only one they use Peakify with, their sign-in is deleted too. If they also belong to another business on Peakify, they keep their sign-in for that one and simply lose yours. It is not a pause and there is no undo button: to bring them back, invite them again.
Remove someone
- Go to Settings, then Team & roles.
- 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 only when your business was the only one they used Peakify with. Either way, getting them back means sending a fresh invitation, not restoring the old one.
- Open conversations assigned to them become unassigned, and any customer they were working on goes back to the queue, so someone else can pick it up.
- Conversations they were part of stay exactly where they are in your inbox, it is the person who is removed, not the history.
- Any appointment they were booked for is kept, and it shows on your calendar as "Needs a person" so nothing quietly disappears. Removing somebody never cancels a customer's booking, so ring the customer and put the job in somebody else's name.
- 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 Settings, 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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