Removing a Team Member

Remove a team member when they leave the practice or no longer need access. Removal revokes access; it does not delete the work they already recorded.

What Happens Immediately

• The team member loses access to the practice workspace.
• Their open sessions stop being useful as protected routes re-check access.
• Their team seat stops counting as active for future billing sync.
• Their notes, reminders, deal activity, and scenario history remain in the practice record.

What Is Preserved

Policy Stack keeps the audit trail:

• Notes stay attached to the client profile.
• Reminders remain in the practice.
• Pipeline changes remain in the deal timeline.
• Saved scenarios remain attached to the client or deal.

Before You Remove Someone

Review any clients, reminders, or pipeline deals they were actively managing. Reassign open work to the owner, a team admin, or another team member before removal when possible.