Removing Team Members

This guide explains how to remove team members from your organization when they leave or no longer need access.

Who Can Remove Members

Only the Owner can remove team members.

Cannot Remove Owner

The Owner cannot be removed. To transfer ownership, promote another member to Owner from the team settings.

Step-by-Step Guide

Step 1: Navigate to Users

1. Click Users in the sidebar
2. Find the member to remove

Step 2: Initiate Removal

1. Click the ... menu next to their name
2. Select Remove from Organization

Step 3: Confirm

1. Review the warning message
2. Click Remove Member
3. Access is revoked immediately

What Happens When Removed

Immediate Effects

• Access revoked instantly
• Cannot log in to your organization
• Active sessions terminated
• Cannot view any organization data

Data Handling

Data Type	What Happens
Calls they made	Remains in call history
AI agents they created	Remains in organization
Files they uploaded	Remains in organization
Their user profile	Removed from organization

Their Account

The removed person:

• Still has a Voxifi account
• Can create or join another organization
• Cannot access your organization's data
• Would need a new invitation to rejoin

Removing Multiple Members

To remove several members:

1. Remove one at a time
2. Each removal requires confirmation

Re-inviting a Removed Member

If you need to bring someone back:

1. Send a new invitation
2. They use the same account
3. Assign the appropriate role
4. Their previous data remains attributed to them

When to Remove Members

Recommended Removal Triggers

Situation	Action
Employee leaves company	Remove immediately
Role changes (no longer needs access)	Remove or downgrade
Contractor project ends	Remove after project
Security concern	Remove immediately

Before Removing

Consider:

• Do they have any ongoing work?
• Should someone take over their responsibilities?
• Have you communicated the removal?

Audit Trail

All removals are logged:

• Who was removed
• Who performed the removal
• When it happened
• Viewable by all team members in the audit log

Troubleshooting

"Cannot Remove This Member"

Issue	Solution
You're not the Owner	Only the Owner can remove members
It's the Owner	Cannot remove the Owner
Technical error	Try again

"Member Still Has Access"

If someone still appears to have access after removal:

1. Check they were actually removed
2. Have them clear browser cache
3. They may be using a different account
4. Contact support if issue persists

Removed Wrong Person

If you accidentally remove the wrong person:

1. Immediately send them a new invitation
2. Assign the same role they had
3. Their data and history remain intact

Best Practices

Offboarding Process

1. Notify the person before removal when appropriate
2. Transfer responsibilities to other team members
3. Remove access promptly
4. Review any shared credentials or API keys they had access to

Security Checklist

After removing a member:

• [ ] Review webhook secrets they had access to
• [ ] Check for any integrations they configured
• [ ] Update documentation if they were a key contact

Next Steps

• Inviting Members - Add new team members
• Roles & Permissions - Understanding access levels
• Organization Settings - Configure your org