Remove a teammate
Deactivate a member through Ask Adapt. Nobody is deleted, and there is no Settings screen for it.
You will have stopped a person using your workspace. Their account is not deleted.
Before you start
You must be the owner or an admin. An admin can change members only, never another admin or the owner. Nobody can remove the owner.
Steps
- Open Ask Adapt.
- Type, for example: "Deactivate Aaron".
- Ask Adapt shows an approval card, Deactivate a member, naming the person and saying what happens. Nothing changes yet.
- Press the approve button on the card, or Cancel.
- The card shows Done.
What it does
The person's membership becomes deactivated. They can no longer use your workspace: if they try to switch to it they see "You are not a member of this organisation." Their own account still works, and any other workspace they belong to still works. See I was removed from my team.
In the Caller console, taking access away is immediate and unfinished records go back to the team's manager. See Invite and remove callers.
What it does not do
- It does not delete the person, their work or your lists. Nothing is deleted: people are suspended or deactivated.
- It does not remove their emails from campaigns. If they own campaigns, an admin can reassign them through the server.
- It does not stop a pending invite. An admin has to revoke that.
To bring them back
Ask "Make Aaron active again". That is a second card, Make a member active again.
If something goes wrong
Read the messages in Team and access messages. The change is recorded in the audit log: see Read the audit log.