Remove or change a teammate role

Changing a role takes effect on their next sign in. Removing access revokes workspace entry but keeps historical messages they sent for audit purposes.

Transfer open assignments before you remove an agent who is leaving.

Steps

1. Open Settings → Team and select the member.
2. Choose a new role or remove access.
3. Reassign open conversations they owned.
4. Confirm billing seats if your plan charges per seat.