When someone leaves your practice, remove them so they can no longer sign in to it. This takes about a minute.
Before you start¶
Only an Owner or an Admin can remove people.
You can't remove:
- Yourself. Ask another owner or admin.
- An owner. Change their role first. See How do I change someone's role?
- Someone who hasn't accepted their invite yet. Revoke the invite instead. See How do I invite a team member?
Remove the person¶
- In the left menu, under Workspace Manager, click Team.
- Click View on the person's row.
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On the Account Details tab, click Remove Member.
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Check the name, then click Remove Member in the confirmation.
You see Member removed. and you're back on the Team page. The person is no longer in the list.
Removing can't be undone
You can't invite the same email address again after you remove someone.
What happens next¶
- They lose access to your practice right away.
- Their service requests and history stay with your practice.
- They show as Departed and are hidden from the Members list. To see them, click Filter, choose Departed members under Include, then click Apply.
- Their profile reads No longer a member, and their role can no longer be changed.