If someone leaves your clinic or no longer needs access, archive them to remove access and keep your Team members list up to date.
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.
How to remove/archive a team member
In the Tabflows sidebar, click Settings → Clinic Settings (this opens https://app.tabflows.com)
Click Team in the left menu
Find the user you want to remove/archive
Click the three dots (⋯) menu to the right of their name
Select Archive User
Confirm
Once archived, the user is removed/archived from your Tabflows account.
Important
If the user is the Owner, email [email protected] before archiving so the Owner role can be transferred.