Remove collaborators safely
Remove access when a collaborator leaves, changes roles, or accepted an invite with the wrong account. Prompt offboarding protects Finance, Sales, product settings, and integrations from unnecessary exposure.
Use this guide during employee exits, contractor wrap-up, agency handoffs, and invite mistakes.
When to remove access
| Situation | Why act quickly |
|---|---|
| Employee or contractor offboarding | Prevents continued access to business data |
| Wrong account accepted an invite | Limits damage from mistaken access |
| Temporary launch support is finished | Support roles often had broad product visibility |
| Finance or admin access is no longer appropriate | Payout and settings risk rises |
| Partner agency relationship ended | External operators should lose workspace access |
Removal is per business workspace. Review every workspace the collaborator could access.
What removal affects
| Area | Impact |
|---|---|
| Team roles | User loses role-based actions such as refunds or product edits |
| Finance permissions | Balance view or withdrawal rights may disappear |
| Product scope | Selected-product access no longer applies after removal |
| Support operations | Agent may lose Sales visibility |
| Security posture | Reduces risk after role change or device loss |
| Pending invites | Revoked invites prevent future accidental access |
Removal workflow
- Confirm you are in the correct business workspace.
[Screenshot: App header — correct business selected before removal.]
- Identify every workspace the collaborator can access.
[Screenshot: Workspace switcher — each business where the user may still have access listed.]
- Open the employees or team area.
[Screenshot: Team page — collaborator list with remove actions visible.]
- Find the collaborator by email or name.
[Screenshot: Team list row with Remove or Revoke action visible for an active or pending collaborator.]
- Revoke pending invites that were sent incorrectly.
[Screenshot: Revoke invite confirmation — pending invite removed from list.]
- Remove active users who should no longer access the business.
[Screenshot: Remove user confirmation — collaborator status changed to Removed.]
- Review whether finance permissions or product access still need cleanup in other workspaces.
[Screenshot: Second workspace team list — same user removed or permissions downgraded.]
- Confirm the user no longer sees the workspace.
[Screenshot: Collaborator view or confirmation — business no longer in their workspace list.]
- Resend a new invite only to the correct email when still needed.
[Screenshot: New invite sent — correct email with appropriate role.]
- Document the offboarding date and who removed access.
[Screenshot: Internal offboarding log or support note — date and remover recorded.]
What to verify after removal
| Check | Why it matters |
|---|---|
| User cannot open the business anymore | Confirms removal worked |
| No stale pending invite remains | Prevents re-entry through old email link |
| Finance payout authority is limited to current staff | See finance permissions |
| Support queues have a new owner | Tickets do not depend on removed agent |
| API keys or integrations owned by the user are reviewed | Offboarding is not only about team list removal |
Best practices
- Remove access promptly after offboarding, not at month end.
- Audit admin and finance users quarterly.
- Use least-privilege team roles from the start.
- Keep an offboarding checklist for launches with agencies or contractors.
- Pair removal with profile and security review for remaining admins.
Common mistakes
- Removing the user from one workspace while they still access another.
- Leaving a pending invite active after deciding not to onboard the person.
- Forgetting to review withdrawal permissions after finance staff leave.
- Re-inviting the same email without confirming which business should grant access.
- Assuming removal fixes an already-misconfigured integration or webhook secret exposure.
FAQ
Should I revoke a pending invite or remove an active user?
Revoke pending invites that were not accepted. Remove active users who already have access.
What if the wrong person accepted an invite?
Remove them, then follow troubleshoot team invite acceptance before re-inviting the correct email.
Does removal affect past actions in Sales or Finance?
No. Past records remain. Removal only stops future access.