Change a role, deactivate or remove a team member

LiveRec EditorialUpdated

Open Teams & permissions and use the row menu on the member. Edit member changes their role, name or job title. Deactivate removes their access to the company but keeps the seat on the roster as Deactivated. Remove from team appears only on a deactivated member and deletes them from the roster for good.

Steps

  1. Open Teams & permissions and open the row menu for the member.
  2. Edit member: change Role (and, if needed, Full name or Job title) and choose Save.
  3. Deactivate: confirm in the Deactivate member window. You cannot deactivate your own seat.
  4. Reactivate (on a Deactivated row): confirm to give them access again with the role they had before.
  5. Remove from team (on a Deactivated row): confirm. Their jobs, messages and notes stay with your company, and the activity log keeps a record.

Good to know

  • Every company keeps at least one owner. Ownership moves only by Transfer ownership, shown in the menu to the current owner.
  • Menu items you do not have permission for stay visible but unavailable, with the reason beside them.
  • To work with a removed person again, invite them again.