How-to

Removing a team member

Revoke a user's access to your site.

Remove a team member when they shouldn't have access to your site any more — leaving the business, a role change, or access review.

Steps

  1. Open the Team page

    Go to Settings›Team.

  2. Open the row menu

    On the user's row, open the menu and tap Remove. A confirmation dialog appears.

  3. Confirm

    The user is removed from your site. If they have a Light account, the account itself isn't deleted — they just can no longer access your site's data.

What removal does and doesn't do

  • Revokes access to your site
  • Doesn't delete historical actions — notes, bookings created, encounters recorded under that user stay attributed to them in the audit trail
  • Doesn't delete the user's account — Light accounts can belong to multiple sites; removal only affects yours
  • Doesn't affect Staff resources — if the user represented a Staff resource, that resource stays. Delete the resource separately if it's no longer part of your capacity

When not to remove

  • User is on leave — they'll need access when they return. Leave them in place.
  • Short-term absence — no need to remove.
  • Role change within your pharmacy — role assignment is separate from membership; speak to your Light contact.