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Team & Permissions

Users, roles, access control

Removing team members

Remove users from your TallyHub account

Last updated: February 4, 20243 min read

Removing Team Members

When a team member leaves, remove their access to protect your data.

Removal Process

  1. Go to Settings → Team
  2. Find the team member
  3. Click "Remove" or "Deactivate"
  4. Confirm removal

What Happens?

  • User loses access immediately
  • Their data remains in the system
  • Transactions they created are preserved
  • You can reactivate them later if needed

Before Removing

Consider:

  • Transferring their responsibilities
  • Exporting their data if needed
  • Notifying other team members