As of April 2024 we've introduced user roles. You'll need to be an account admin to be able to invite and remove team members. Here's how to remove a teammate from your account.
Removing a teammate immediately revokes their access. From the Account Settings page, go to the My Team tab, and click the "Remove" button next to the user you want to delete from your team. Hit confirm and they'll be removed straight away.
Hit Remove User to confirm and they'll be removed straight away.
Does removing a teammate also delete any reports they created?
No, all the reports created are safely saved in your CoverageBook account. Removing a user only deletes their email and login access to your account.
I want to remove an Admin or Billing user from my team
There must always be at least one other admin or billing contact on your team (you can have as many as you like). If you try to remove the only admin you'll see a message to assign another teammate an admin role first.
Just click on the role drop down next to another teammate and assign them as an admin. You can now remove the original admin by following the steps above.
I want to remove the Billing contact
If one of your teammates has been assigned as the billing contact (for sending payment receipts and invoices via email), you'll need to select another teammate as the new billing contact before you can remove the old one.
Click to remove the user, then follow the prompt to update the billing contact.
You'll be taken to Stripe's (our billing providers) portal. Click on 'update information' below the current billing contact's email address to update it. Click Save when done.
If you have any queries please get in touch through the support messenger or via email and we'd be happy to help!
Further reading