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Team and Collaboration

  • Team and collaboration overview
  • Invite a Teammate
  • Roles and Permissions
  • Projects workspace and image comments
  • Collaborative editing workflow
  • Review and Approval Process
  • Remove or Change Team Access
Courses and Digital LearningNext: FAQ and Troubleshooting
Documentation/Team and Collaboration

Remove or Change Team Access

Open Settings → Access to change a member's role or modules, or revoke a pending invite. Removed teammates lose dashboard sign-in on the next request. Hand off recent work before offboarding contractors.

When someone leaves or changes duties, update their role or modules, or remove them from Access. Removed members lose dashboard access on the next request. Cancel pending invites so old links stop working. Content they authored stays in the workspace; removal only changes access.

The workspace owner changes Access membership.

Prerequisites

Dashboard → Settings → Access → member row → change role / modules / Remove

What you're looking at

Access tab: role and modules, Remove member, cancel pending invite.
Pending invites: resend or revoke before acceptance.

Implementation steps

  1. Open Settings → Access.
  2. Locate the member or pending invitation.
  3. To narrow access, change modules and/or role (for example manager → author, or drop Products) and save.
  4. To revoke access, click Remove member and confirm.
  5. Cancel any pending invites that should expire.
  6. Ask the former member to sign out. Their next visit to this workspace should show access denied.
  7. Rotate any shared passwords from before you used invites-only access.

What you'll see

Former teammates lose workspace access. Active members keep their roles and modules. Cancelled pending invites no longer grant entry.

Verifying your setup

  • Member removed or role/modules updated on Access.
  • Access denied for the removed account.
  • Unused pending invites cancelled.