How to Remove a Team Member

When someone leaves your organization, you can remove their access to Notehouse from account settings.

User access is revoked immediately upon removal, but all notes, attachments, and activity history they created remain intact.

Table of Contents

• Before Removing
• Removing a User
• Client Reassignment
• What Happens After Removal?

Before Removing

Before you remove someone, take a moment to plan for continuity:

• Decide who will take over any assigned clients
• Address any pending work or handoffs
• Remember that removal takes effect immediately

Note: Removing a user is permanent. If they need access again, they must be re-invited.

Removing a User

Only Account Owners and Admins can remove users. Admins cannot remove the Account Owner.

1. Go to Account Settings
2. Open the Users tab
3. Find the user you want to remove, and click Manage
4. A drop-down menu will appear, with the options of Edit Role or Delete User. Select Delete User  
5. Reassign clients if prompted
6. Confirm the removal

Client Reassignment

If the user has clients assigned, you’ll be prompted to reassign them during removal. You can reassign all clients to a single team member or reassign clients manually before removing the user.

Leaving clients unassigned is possible but not recommended.

What Happens After Removal?

Once removed, the deleted user can no longer log in. Any active session they had is ended immediately, and their access to all organization data is revoked

All data they contributed remains such as notes and attachments, and their activity history. Client records remain unchanged

Removal does not affect other users or organization settings.

For any questions, contact support@getnotehouse.com.