Removing access protects customer records, money workflows, and public publishing when someone no longer needs the workspace.

What this feature is for

• Removing access protects customer records, money workflows, and public publishing when someone no longer needs the workspace.

When to use it

• A teammate, contractor, or agency no longer works on the business.
• A role was granted temporarily and should be cleaned up.

Do it manually

1. Open Settings and Team.
2. Find the teammate.
3. Review any owned tasks, drafts, customers, campaigns, or invoices.
4. Reassign important work before removing access.
5. Remove or downgrade access and confirm the person no longer appears as active.

Ask Faster AI

Help me remove access for [teammate]. First list any owned tasks, drafts, customers, invoices, or campaigns that should be reassigned.

Review before saving or publishing

• Confirm the change matches the customer experience you want.
• Check owner, timing, audience, and next step before saving.
• Preview anything customer-facing before publishing or sending.

Common mistakes and fixes

• If you cannot find the item, refresh the workspace and check that you are in the right workspace.
• If a save is blocked, review required fields and permissions.
• If AI drafts something unexpected, ask it to summarize the changes before you approve them.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of remove teammate access.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Manage roles for content and money
• Assign work and handoffs