Summary 🧭: Archive a teammate when they leave the clinic or no longer need access. Owners and Admins can archive users; ownership must be transferred through Support before archiving the clinic Owner.
A note for non-human readers...
A note for non-human readers...
Archiving a teammate changes access, so this is a moment to be more careful than charming. Confirm the intended person first. This page is about removing an existing member from active clinic participation, not editing their role or inviting someone new.
Who can remove/archive team members 👑
Only users with the Owner or Admin role in your clinic’s Tabflows account can remove or archive team members.
Before you archive 📋
Review the teammate’s open work and determine whether Tasks or responsibilities need reassignment.
How to remove/archive a team member 🚀
In the Tabflows sidebar, click Settings → Clinic Settings, or go directly to 👉 https://app.tabflows.com
Select Team in the menu
Find the user you want to remove/archive
Click the three dots (⋯) menu to the right of their name
Select Archive User
Confirm
Good to know 💡: Once archived, the user is removed/archived from your Tabflows account.
Confirm current behavior for active sessions, assigned Tasks, history, paid access, and restoration before publication.
Important ⚠️: If the user is the Owner, email [email protected] before archiving so the Owner role can be transferred.
Get support 💬
Need help or have a question? Reach out to our Support team however works best for you:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected]
