SettingsTeam
Removing a Team Member
How the Team screen removes a teammate from one business, what the confirmation means, and what removal does not do.
The remove button on a team-member row is for business access removal, not whole-account deletion. Use it when somebody should no longer be able to work in the business shown on that row. On a phone, tap the person's row and choose Remove with their name at the foot, or swipe the row right for Remove.
What The Confirmation Means
The confirmation names both the teammate and the business. That wording matters because the action only targets that business assignment. It is the right choice when somebody still needs access somewhere else but should not stay attached to this business anymore.
What Happens After Confirming
- Business access removed: the user is detached from the business on that row.
- Business-scoped role cleared: their role and related permissions for that business are removed with the membership.
- Time off in that business: anything they've asked for there that's still waiting for approval is cancelled, and their working days for that business go with the membership.
- Their locations: any locations kept for them in that business are deleted.
- Other businesses untouched: if the same person belongs to other businesses, those memberships remain in place.
What This Action Does Not Do
- Does not delete the user account: the person still exists as a user in Work Planner.
- Does not remove your own row: the Team screen does not offer the remove action on the current signed-in user row.
- Does not clear pending invitations: invitation rows are handled separately from existing team members.
Related articles
- Team Screen: the page this action lives on.
- Team Member Role Update Flow: choose this instead when the person should stay in the business but with different access.
- Pending Invitations Panel: where unaccepted invites are managed separately.