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Removing / Managing Members

You can manage or remove users from your organization/practice directly from the Settings → Members & Roles page.

Updated today

How to Remove a Member or Admin

  1. Go to Settings → Members & Roles.

  2. Find the user you want to remove.

  3. Click the three-dot menu on the right side of their row.

  4. Select Remove (or Delete User) to immediately revoke their access.

Once removed:

  • The user can no longer access your organization or any client data.

  • Their seat becomes available for a new invite (if they were a paid Member).

  • Audit logs retain historical access information for compliance.

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