Deactivate a member when they should no longer access your organization. You can reactivate them later.
Who can do this: an Owner or Admin, within the role restrictions in Roles and Permissions
Deactivation: the member loses dashboard access to the organization
Cards: don’t automatically stop working
Deactivate a Member
Open Team.
Open the person’s entry.
Choose the deactivation action.
Review and confirm.
The member loses dashboard access to the organization.
Their cards don’t automatically stop working. Review their cards and use Freeze or Unfreeze a Card or Close a Card if spending should stop.
Reactivate a Member
Open the deactivated person’s entry in Team.
Choose the reactivation action.
Review their role, account permissions, and card assignments before they resume work. Use Manage Access to an Account and Assign People to a Card.
Action unavailable? Check whether your role allows you to manage that member.
Need Help?
Contact us through the support widget or at [email protected] with your organization name and the team member’s sign-in email.