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Change a member's access or remove them

What this does

Section titled “What this does”

Changes what a team member can do (their licence and account type), or removes them from your company when they leave.

Before you start

Section titled “Before you start”

Only owners and administrators can manage the team. You’ll be asked for your password again before access changes are saved.

Steps

Section titled “Steps”

See what someone can do

Section titled “See what someone can do”
  1. Click Team in the left menu.
  2. Click the member’s row (or the License eye button). The Current License card shows their licence, seat price and Permissions Enabled.

Change their licence or account type

Section titled “Change their licence or account type”
  1. On the member’s row, choose a new Licence / role and/or Account type. Nothing is saved yet: the row shows the new seat price and whether it’s cheaper or dearer.
  2. Click Save. A summary shows the licence change with the price difference, the new account type, and the access they’ll gain and lose.
  3. Click Confirm change (and enter your password if asked). Cancel keeps your choices on screen without saving.

Changing the licence resets their access to that licence’s standard set, then applies the account type you chose. From the Current License card you can also use Downgrade User to pick a cheaper licence.

Remove someone

Section titled “Remove someone”
  1. Click the bin (Remove from the team) on their row and confirm.
  2. They can no longer sign in to your company. Their past work (estimates, work orders, expenses, trips) stays in your records.

You can’t remove yourself, and the account owner can’t be removed.

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