6.4 Remove a User from the Team

Use this when someone leaves. They are signed out straight away, and everything they owned is handed to a teammate you choose, so nothing is lost.

1. In the All Users list, click the Edit icon on the user row.
2. In Account Controls, click Remove from team.
3. Review what the person has: contacts they own, email conversations, mailboxes, unfinished post drafts, open tasks and automations that assign new contacts to them.
4. Under Hand over, pick the teammate who receives these items. It defaults to you, and only active members of your company are listed.
5. If the person has reply-to mailboxes, choose what happens to them:
   • Give the mailboxes to the teammate. The teammate can then read everything in them, including past emails.
   • Unassign and stop syncing. Nobody sees the mail, and no new mail is collected.
6. If the person has unfinished drafts, choose Transfer ownership to the teammate or Keep them and share with the whole team.
7. Optionally add a reason, and tick the box to email the person a short notice that their access was removed.
8. Click Remove from team and confirm.

What happens:

• The person is signed out on their next click, and any page they have open stops working. They can no longer sign in.
• Posts they scheduled stay scheduled and publish on time, still showing them as the author.
• Their Canva account link is disconnected.
• Automations that assign new contacts to them are re-pointed to the teammate, so new contacts are not assigned to someone who is gone.
• Your other company administrators and the teammate are notified, and one entry is added to the user’s audit trail describing what was handed over.
• API tokens they created belong to your company and keep working. The screen lists them so you can revoke any you no longer want.
• Reactivating the person later restores their access only. It does not take the handed-over items back.

If the person connected a social platform (Instagram, Facebook, WhatsApp, Pinterest or LinkedIn), the screen tells you which one. Peikly keeps working, but that connection uses their login, so reconnect it under your own account from Connections. The Connections page shows who connected each platform. If they connected nothing, the screen confirms there are no passwords to change, because they never had any.

Safeguards:

• You cannot remove yourself.
• The last active company administrator cannot be removed, or have the administrator role taken away. Make someone else an administrator first.
• The company owner cannot be removed or demoted. Transfer ownership to another administrator first (6.7).

Note: Users are never deleted. Their history and activity logs are retained.

Changing someone’s role, or setting a new password for them, also signs them out on their next click so the change takes effect immediately; they sign in again to continue.