How to manage team members

Change someone’s role, or take them off the team when they move on. Manager task.

Find the roster

Open your profile menu at the bottom of the left sidebar, go to Settings, then the Team tab. It has three tabs: Team Members (active), Pending Invitations, and Archived.

Change a role

1. On the Team Members tab, click the person’s row to open their detail.
2. In the Role section, switch between Manager and Team Member. It saves right away.

Two things you can’t do: change the company owner’s role, or change your own.

Archive vs. remove

Both live in the Danger Zone of a member’s detail (visible to managers, and not for the owner or yourself).

• Archive Member takes someone off the active roster but keeps all their history (meetings, notes). Confirm in the dialog. You can bring them back later from the Archived tab. Archiving does not free a seat.
• Remove from company takes them off permanently and unassigns them from every event and meeting. Confirm in the dialog. This frees a seat and can’t be undone. Their login still exists, so they keep access to any other companies they’re in.

What’s next

To bring someone new on, see Invite a teammate. To hand accounts to a rep, see Assign account owners. Full detail in Team & availability.