How do I remove someone from my organization?

Owners and Admins can remove a team member from the team settings page. Removing a member revokes their access to the organization immediately — they'll no longer be able to log in and see any of your close data.

Before removing someone, you should reassign any tasks that are currently assigned to them. ComplyBar will warn you if the person has active task assignments so you can handle the handoff before revoking access.

Removing a member doesn't delete their historical activity. Any tasks they previously worked on, status changes they made, or approvals they gave remain in the task history and audit trail. This preserves the integrity of your close documentation — you'll always be able to see who did what, even after they've left the team.