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Remove a teammate

This page is a fill-in template for the app-first teammate removal flow.

Purpose​

Document how a workspace owner or admin removes a teammate from the app while clearly explaining the impact on access.

Audience​

  • workspace owners
  • admins responsible for user access
  • support teammates helping with offboarding or cleanup

Before you begin​

  • [Add which roles can remove members]
  • [Add any limitations for removing the last owner or billing contact]
  • [Add whether the action takes effect immediately]

Start in the app​

  1. [Describe where the user starts]
  2. [Describe how they open team settings or the member list]
  3. [Call out the action menu or remove control]
  4. [Insert screenshot of the member management screen]

Step-by-step walkthrough​

  1. [Describe how the user selects the teammate]
  2. [Describe how they open the removal action]
  3. [Describe the warning or confirmation modal]
  4. [Describe how they confirm the removal]
  5. [Describe what changes in the member list afterward]

What the admin should see​

  • [Removal confirmation message]
  • [Updated member list state]
  • [Any audit trail, pending action, or follow-up status]

Important notes​

  • [Explain what access is removed]
  • [Explain whether data ownership changes]
  • [Explain whether the teammate can be re-invited later]