Remove a team member

Revoke someone’s access and hand over their work.

Updated 23 September 2026

1
Open Team
Go to Settings → Team.
2
Remove
Click the bin icon on their row.
3
Reassign their work
Choose who takes over their incomplete tasks, open opportunities, owned leads and personal phone numbers, or leave them unassigned.
4
Confirm
Tick the box to confirm, then click Remove member.

Their access ends immediately.

They’re removed from all campaigns.

Their seat is freed, and your next invoice drops by one seat.

Heads up. This can’t be undone. You can’t remove yourself.

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