Zenovay Help Center

Remove team members when they leave or no longer need access. Proper offboarding protects your data and maintains security.

Who Can Remove Members

Your Role	Can Remove
Owner	Anyone except self
Admin	Editors and Viewers
Editor	No one
Viewer	No one

Removing a Member

Step-by-Step

Go to Settings → Team
Find the member
Click the menu (⋮)
Select "Remove Member"
Confirm removal

Confirmation Dialog

┌─────────────────────────────────────────────────────┐
│ Remove Team Member                                  │
│ ─────────────────────────────────────────────────── │
│                                                     │
│ Are you sure you want to remove Sarah Jones?        │
│                                                     │
│ This will:                                          │
│ • Revoke all access immediately                     │
│ • End any active sessions                           │
│ • Remove from all websites                          │
│                                                     │
│ This action cannot be undone.                       │
│                                                     │
│ [Cancel] [Remove Member]                            │
└─────────────────────────────────────────────────────┘

What Happens When Removed

Immediate Effects

Action	Timing
Dashboard access revoked	Immediate
Active sessions ended	Immediate
API keys invalidated	Immediate
Team membership removed	Immediate

Data Handling

When a member is removed:

Their account still exists (can join other teams)
Historical activity logged under their name
Created content (goals, etc.) remains
No personal data deleted from Zenovay

Removing Different Roles

Removing an Admin

As Owner:

Navigate to member
Remove as normal
Consider reassigning their responsibilities

Removing an Editor

As Admin or Owner:

Navigate to member
Remove as normal
Review content they created

Removing a Viewer

As Admin or Owner:

Navigate to member
Remove as normal
No additional steps needed

Removing Yourself

You cannot remove yourself if you're:

The Owner (must transfer first)
The last Admin (promote someone first)

Bulk Removal

Scale Plan

Remove Multiple Members

Select members (checkboxes)
Click "Bulk Actions"
Select "Remove Selected"
Confirm removal

Use Cases

Department offboarding
Project completion
Contractor cleanup

Before Removing

Checklist

Before removing a member:

Transfer Ownership

If they own important items:

Reassign goals to another member
Update alert recipients
Transfer scheduled reports

Offboarding Best Practices

Timing

Remove access:

Same day as departure
Immediately if involuntary
After transition if planned

Communication

Situation	Approach
Planned departure	Coordinate timing
Layoff	Remove before notification
Termination	Remove immediately
Contractor end	Remove on last day

Documentation

Record:

Date of removal
Reason (internal notes)
Who performed removal
Any issues encountered

Handling Special Cases

The Only Admin

If removing the only admin:

Promote another member first
Then remove the admin
Or have owner handle tasks

Members with Active Sessions

Active sessions are ended:

No warning to user
Clean logout
Must re-authenticate (will fail)

Members with API Access

API keys are invalidated:

Existing keys stop working
Integrations will fail
Update any shared integrations

Accidental Removal

Can't Undo Removal

Removal cannot be undone directly.

To Restore Access

Send new invitation
Member accepts
Reassign appropriate role
Reconfigure website access

Preventing Accidents

Double-check before confirming
Use descriptive member names
Review audit log after

Re-Inviting Former Members

Sending New Invitation

Former members can be re-invited:

Go to invite flow
Enter their email
They accept as new member
Previous activity still visible

What's Preserved

Item	Status
Previous activity logs	Preserved
Historical attributions	Preserved
Old role	Not preserved
Website access	Must reconfigure
Custom permissions	Must reconfigure

Security After Removal

Audit Trail

Removal is logged:

Who was removed
Who performed removal
When it happened
Their role at removal

Verify Removal

Confirm access is revoked:

Check member list
Review active sessions
Monitor audit log

Additional Steps for Sensitive Access

If member had admin access:

Review recent changes
Check for unusual activity
Consider rotating API keys

Troubleshooting

Can't Find Remove Option

If you don't see remove:

Check your role (need Admin+)
Verify it's not the Owner
Refresh the page

Member Still Has Access

If access persists:

Clear their browser cache
Check for other team memberships
Verify removal completed

Removal Failed

If removal errors:

Try again
Check network connection
Contact support if persists

Audit Log Entry

Removal creates audit entry:

Event: Member Removed
Date: January 15, 2025 2:30 PM
Actor: admin@company.com
Target: sarah@company.com
Details:
  - Role: Editor
  - Websites: 3
  - Active sessions: 1 (ended)

Removing Team Members