How do I remove someone from my organization?
You can remove someone from your organization if they no longer need access. This action immediately revokes their permissions and access to all data.
Go to the Users settings
In the sidebar, select your organization, navigate to Settings, and click Users.
Find the user you want to remove
Locate the person on the list. You can use the search bar or filters if needed.
Click the action menu (⋯) and select “Remove”
A confirmation will appear. Confirm the action to permanently remove the user from the organization.
- Once removed, the user will lose access to the entire organization and its data.
- Their past activity and records will become inaccessible, but not deleted.
- Only users with the proper permissions (e.g., Owner, Admin) can remove others.
Go to the Users settings
In the sidebar, select your organization, navigate to Settings, and click Users.
Find the user you want to remove
Locate the person on the list. You can use the search bar or filters if needed.
Click the action menu (⋯) and select “Remove”
A confirmation will appear. Confirm the action to permanently remove the user from the organization.
Things to Keep in Mind
- Once removed, the user will lose access to the entire organization and its data.
- Their past activity and records will become inaccessible, but not deleted.
- Only users with the proper permissions (e.g., Owner, Admin) can remove others.
Updated on: 05/05/2025
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