Revoking Access

Removing a team member

1. Go to Settings → Members
2. Click the Remove button next to the member’s name
3. Confirm the removal

The member immediately loses access to the workspace. Their session is invalidated and they’ll be signed out on their next request.

Note: Removing a member does not delete any data they created (clients, projects, invoices, etc.). All data remains in the workspace.

Restrictions

• You cannot remove yourself
• The last owner cannot be removed, transfer ownership first
• Only owners and admins can remove members

Revoking client portal access

To revoke a client’s portal access, go to Settings → Portal and choose one of two options:

• Disable portal (toggle off), Disables portal access for the client AND revokes all active sessions immediately. The client cannot log in again until you re-enable access.
• Revoke Sessions button, Ends all current sessions but keeps portal access enabled. The client can request a new magic link and log in again.

See Client Portal for more details.