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How to Remove a Team Member from the Account

Christopher Varner avatar
Written by Christopher Varner
Updated over a week ago

Overview

Remove team members from your workspace when they leave the organization, change roles, or no longer require access. This tutorial guides you through locating the member, initiating removal, and confirming the action to revoke workspace access immediately.

Learning Objectives:

  • Navigate to workspace people management settings

  • Use the search function to locate specific team members

  • Initiate the removal process from the member list

  • Understand the immediate access implications

  • Identify when removal is appropriate versus alternative actions

Prerequisites

You'll Need:

  • Workspace administrator or owner role

  • Access to the "People" section in workspace settings

  • The team member's name or email address

  • Understanding that removal is immediate and cannot be undone

Important: Removing a team member revokes their access immediately. They cannot be "un-removed"—they must be re-invited. Consider alternative actions before removing.


Removing a Team Member

Access People Management

  1. Navigate to the left panel and locate the workspace navigation menu

  2. Click the "Settings" icon (⚙️) at the bottom of the left panel

  3. Click "Workspace Settings" from the settings menu

  4. Click the "Members" tab in the workspace settings page

Result: The People management page loads showing all current workspace members.

Note: If you don't see the People tab, you lack administrator permissions. Contact your workspace owner.

Locate the Team Member

  1. Find the member's name or email address in the members list

  2. Locate the member

Result: The target member appears in the search results.

Tip: Use the email address for exact matches, especially if multiple members have similar names.

Initiate Removal

  1. Hover over the member's profile row in the list

  2. Click the recycle bin button that appears on the right side of the row

  3. Review the confirmation dialog that appears with the warning: "This will immediately revoke access and cannot be undone"

Result: The confirmation dialog displays with details about what access will be lost.

Warning: The member loses access to all chats, data hubs, and settings immediately upon confirmation. They will not receive a notification.

Confirm the Removal

  1. Click "Confirm" in the dialog to permanently remove the member

  2. Click "Cancel" if you've changed your mind

Result: The member is removed from the list and loses all workspace access immediately.

Result: The team member can no longer access the workspace, its chats, or any shared content.



Best Practices

  1. Audit member access quarterly: Review the People list every 3 months and remove inactive or unnecessary accounts to maintain security.

  2. Document removal reasons: Keep a private log of why members were removed (e.g., "Left company 2026-01-15") for compliance and audit trails.

  3. Notify the member in advance: When appropriate, inform the team member they'll be removed and explain the reason (except in security breach situations).

  4. Review shared content: Check if the member owns any critical chats or data hubs and transfer ownership before removal.

  5. Use groups for easier management: Add members to groups based on department or role. Removing a group is easier than removing individuals one by one.

  6. Consider offboarding workflow: Create a checklist that includes: transfer ownership, export data, deactivate integrations, then remove member.

Common Questions

Q: What happens to the member's chats and content after removal?
A: Their chat history remains in the workspace, but they lose access. Content they created stays unless manually deleted. They cannot access any of it after removal.

Q: Can I restore a removed member's access?
A: No. Removal is permanent. You must send a new invitation for them to rejoin the workspace. All previous permissions must be reconfigured.

Q: Does the removed member get notified?
A: No. TeamAI does not send a notification when someone is removed. They simply lose access the next time they try to use the workspace.

Q: Can a removed member see workspace data they created?
A: No. They lose all access to workspace data, including content they created. Their contributions remain in the workspace but are no longer accessible to them.

Q: What if I remove the wrong person by mistake?
A: Immediately re-invite them. You'll need to reconfigure their role and permissions. There's no "undo" for removal.

Q: Can I bulk remove multiple members at once?
A: No. Members must be removed individually. This prevents accidental mass removal of team members.

Q: Will removing a member affect my billing?
A: Yes. Removing a member reduces your active user count, which may lower your bill on user-based plans. The change typically applies at the next billing cycle.

Q: Can a member remove themselves?
A: No. Members cannot remove themselves or others. Only administrators can remove team members.

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