Removing Team Members

When team members leave or no longer need access, Admins can remove them from the organization.

Prerequisites

• ✅ You must be an Admin
• ⚠️ You cannot remove yourself
• ⚠️ You cannot remove the last Admin

How to Remove a Member

Step 1: Access Team Settings

1. Navigate to Dashboard > Settings
2. Find the Team Members section
3. Locate the user to remove

Step 2: Initiate Removal

1. Click the more options menu (⋯) next to the user
2. Select Remove or Remove Member
3. A confirmation dialog appears

Step 3: Confirm Removal

1. Review the removal details
2. Understand what happens to their data
3. Click Remove or Confirm
4. The user is removed immediately

What Happens When Removed

Access

• User can no longer sign in to your organization
• All access is revoked immediately
• They cannot see any documents

Documents They Created

• Documents remain in the organization
• Ownership may transfer to another user
• Their name remains as original author

Sign-offs They Provided

• Historical sign-offs are preserved
• Their approvals/rejections stay on record
• Audit trail is maintained

Comments They Made

• Comments remain on documents
• Their name is shown on comments
• Provides historical context

When to Remove Members

Common Scenarios

Removing vs. Changing Role

Sometimes you might consider alternatives:

Freeing Up Seats

When you remove a member:

• One seat becomes available
• You can invite someone new
• Seat count updates immediately

This is useful when:

• You've hit your seat limit
• Someone left and needs replacement
• You're cleaning up inactive accounts

Protecting Against Mistakes

Confirmation Required

All removals require confirmation to prevent accidental removal.

Cannot Remove Yourself

You cannot remove your own account. Another Admin must do this, or you can request account deletion through support.

Cannot Remove Last Admin

The organization must always have at least one Admin. Promote someone else before removing an Admin.

Re-Adding Removed Members

If you need to bring someone back:

1. Send a new invitation
2. They'll need to accept again
3. They'll create a new password
4. Their previous documents still show them as author

Best Practices

Remove Promptly

• Remove departed employees quickly
• Don't leave inactive accounts
• Reduces security risk

Document Offboarding

• Have a checklist for departures
• Include ArchDoc removal
• Transfer ownership of key documents first

Review Periodically

• Audit team members quarterly
• Remove inactive accounts
• Ensure only current employees have access

Communicate

• Let the team know about departures
• Reassign document ownership if needed
• Update sign-off requests

Troubleshooting

Can't Remove User

Check:

• You're logged in as Admin
• You're not trying to remove yourself
• User isn't the last Admin

User Still Has Access

Possible causes:

• Browser cache—ask them to clear it
• Removal didn't complete—try again
• Different account—verify email

Removed Wrong Person

Unfortunately, removal is immediate. To restore:

1. Send a new invitation to their email
2. They'll need to re-accept
3. Previous work is preserved

Need to Remove Yourself

Options:

• Ask another Admin to remove you
• Contact support for account deletion
• Transfer Admin to someone else first