Remove future team access while preserving the work already recorded.

1. Review the member

Open Team → Members and identify the person who is leaving. Check any ongoing projects or responsibilities first.

Team lists the active and pending member relationships.
Team lists the active and pending member relationships.

2. Choose Remove

Use the member’s Remove action. Read the confirmation, including that the member is notified by email. Confirm only for the intended person.

3. Check the result

Verify the member no longer has the previous access. Historical invoices, time entries, and accounting records remain.

4. Review unfinished work

Reassign ongoing responsibilities through their normal project or document controls. Removing access does not automatically complete or reassign work.