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Complete collaborator offboarding

This guide walks through removing a collaborator safely. Read remove collaborators first.

Offboarding protects sales data, finance access, and product configuration.

Part 1 — Handoff and inventory​

  1. Confirm you are in the correct business workspace.

[Screenshot: App header — correct business workspace selected.]

  1. Identify user to offboard in Team list.

[Screenshot: Team list — target collaborator highlighted.]

  1. Document what they owned: products, funnels, checkouts, support tickets.

[Screenshot: Handoff doc — owned assets listed.]

  1. Reassign open tasks to another teammate.

[Screenshot: Task reassignment — new owner assigned on projects.]

  1. Export critical configs if person was sole owner of integrations.

[Screenshot: Integration inventory — webhooks and API keys noted.]

Part 2 — Remove access​

  1. Open collaborator profile or remove action.

[Screenshot: Collaborator detail — remove or revoke action visible.]

  1. Remove finance permissions first if user had payout access.

[Screenshot: Finance permissions — all finance toggles disabled.]

  1. Remove or reduce product scope before full removal if stepping down gradually.

[Screenshot: Product scope — access narrowed or cleared.]

  1. Execute remove collaborator from workspace.

[Screenshot: Remove confirmed — user no longer in team list.]

  1. Rotate API keys if offboarded user had access.

[Screenshot: API keys — old key revoked and new key issued.]

Part 3 — Verify and audit​

  1. Ask another admin to confirm user absent from team list.

[Screenshot: Team list — offboarded email not present.]

  1. Offboarded user attempts login — should not see this workspace.

[Screenshot: Login test — workspace not available to removed user.]

  1. Review profile and security for your own admin accounts.

[Screenshot: Admin security — 2FA and password hygiene checked.]

  1. Update internal access log with removal date.

[Screenshot: Access log — removal date and reason recorded.]

  1. Notify finance if user had withdrawal history visibility.

[Screenshot: Finance notification — team informed of access change.]

Offboarding checklist​

StepDone
Handoff complete☐
Finance perms removed☐
User removed from team☐
API keys rotated if needed☐
Access verified☐