How Do I Remove a Team Member?

Workspace owners remove a team member from Settings → Roles by changing their role to Remove Workspace Access. It takes effect on their next request.

Steps

1. Open Settings and choose Roles under Access & Security. Only owners see this section.
2. Under Workspace Access, find the person and choose Edit Access.
3. For Role in This Workspace, choose Remove Workspace Access.
4. Save. You see "Workspace access updated."
5. Repeat in each workspace they had access to. Use Open Workspace on the Workspaces page to switch.

Clean up related access

• Pending invitations: on Team, choose Cancel Invitation next to any unaccepted invite. The link stops working.
• Investor account access: on Team, under Investor Account Access, choose Remove Access for any account they could act for.
• Relationship teams: edit any team under Teams that lists them, so investors aren't assigned to someone who left. See How Do I Group Investors by Relationship Team?

Good to know

• Owners can't be removed this way. There is no Edit Access button on an owner. An owner must first transfer ownership. See How Do I Transfer Ownership of a Workspace?
• Removing workspace access does not delete their Syndelo login. They keep access to other sponsors' workspaces they belong to.
• Records they created, approvals they gave, and their history in Change History are kept.
• Removing access still works if your subscription is paused.
• Freeing a seat lets you invite someone else within your plan's team member limit.
• To change a role instead of removing it, pick a different role in step 3.

Related: What Roles and Permissions Are Available?

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.