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
- Confirm you are in the correct business workspace.
[Screenshot: App header — correct business workspace selected.]
- Identify user to offboard in Team list.
[Screenshot: Team list — target collaborator highlighted.]
- Document what they owned: products, funnels, checkouts, support tickets.
[Screenshot: Handoff doc — owned assets listed.]
- Reassign open tasks to another teammate.
[Screenshot: Task reassignment — new owner assigned on projects.]
- Export critical configs if person was sole owner of integrations.
[Screenshot: Integration inventory — webhooks and API keys noted.]
Part 2 — Remove access
- Open collaborator profile or remove action.
[Screenshot: Collaborator detail — remove or revoke action visible.]
- Remove finance permissions first if user had payout access.
[Screenshot: Finance permissions — all finance toggles disabled.]
- Remove or reduce product scope before full removal if stepping down gradually.
[Screenshot: Product scope — access narrowed or cleared.]
- Execute remove collaborator from workspace.
[Screenshot: Remove confirmed — user no longer in team list.]
- Rotate API keys if offboarded user had access.
[Screenshot: API keys — old key revoked and new key issued.]
Part 3 — Verify and audit
- Ask another admin to confirm user absent from team list.
[Screenshot: Team list — offboarded email not present.]
- Offboarded user attempts login — should not see this workspace.
[Screenshot: Login test — workspace not available to removed user.]
- Review profile and security for your own admin accounts.
[Screenshot: Admin security — 2FA and password hygiene checked.]
- Update internal access log with removal date.
[Screenshot: Access log — removal date and reason recorded.]
- Notify finance if user had withdrawal history visibility.
[Screenshot: Finance notification — team informed of access change.]
Offboarding checklist
| Step | Done |
|---|---|
| Handoff complete | ☐ |
| Finance perms removed | ☐ |
| User removed from team | ☐ |
| API keys rotated if needed | ☐ |
| Access verified | ☐ |