How to remove team members

Admins and team managers on Standard and Premium plans can remove team members.

All templates owned by the removed team member will be transferred to the administrator of the account and the removed user will no longer have access to them. 

Unless you transfer them to another user, all documents owned by the removed team member will remain with the user. Once you remove a user from the team, they'll be downgraded to their own free account. The account won't be associated with your team’s account and the user won't have access to templates, however, you'll no longer have access to the user’s documents.  

To remove a team member in your account settings:

1. Sign in to your admin account.
2. Click Team in the left sidebar.
3. Hover over the downward arrow next to the correct team member.
4. Click Remove.
5. Click OK to confirm the removal of the user. 
6. Choose whether to allow the user to keep their documents, or transfer them to another user. If you don’t transfer the documents to another team member, you’ll lose access to them. 
7. Choose whether to delete the user’s account or convert them to a separate free account. They will no longer be associated with your account or have access to your account's documents or templates. 

To remove a team member in the admin console:

1. Sign in to your admin account.
2. Hover over your email address in the upper-right corner.
3. Click Admin Console.
4. Click Team in the left sidebar.
5. Click “⁝” (vertical ellipsis) to the right of the user’s name and click Remove. 
   • Note: If you don’t see the team member you’d like to remove, use the search bar in the upper-right corner.
6. Choose whether to delete the user’s account or convert them to a separate free account. They will no longer be associated with your account or have access to your account's documents or templates. 
7. Choose whether to allow the user to keep their documents, or transfer them to another user. If you don’t transfer the documents to another team member, you’ll lose access to them.