Remove a team member

When someone leaves your clinic, remove them from your team. This stops their access and frees their seat, without losing anything they recorded.

Before you start

• Only owners can remove team members.
• You can’t remove yourself.
• If you need a record of what they did, look at their activity first. See See a team member’s activity.

Steps

1. Select your name at the bottom of the sidebar, then Clinic settings.
2. Under Team & access, select Team members.
3. Select the bin icon (Remove member) next to the person.
4. Check the name in the confirmation, then select Remove member. Select Cancel if you’ve picked the wrong person.

What happens next

• They lose access to your clinic immediately. If they sign in again, they see You no longer have access to followed by your clinic’s name, and a suggestion to contact the clinic’s owner if they think it’s a mistake.
• If they were an owner or practitioner, their seat is freed straight away. Receptionists don’t use a seat.
• Their past activity and any records they created, such as treatment records or approved answers, are kept.
• The removal is recorded in your clinic’s audit log.

Good to know

• You can remove another owner, but not yourself. To leave the clinic as an owner, ask another owner to remove you.
• Removing a team member doesn’t cancel or move their upcoming appointments. Check Bookings for anything that needs cancelling and booking again with someone else. See Cancel or move an appointment.
• If a removed person comes back, invite them again. See Invite a team member.
• If someone is only away for a while, you don’t need to remove them. Add time off to their availability instead.