Remove someone from your team

A team owner can remove anyone else from the team, for example when a colleague leaves the company. This article explains how, and what happens afterwards.


Remove someone

  1. Open the Team tab.
  2. Click Remove next to the person.
  3. Read the confirmation and click Remove.

What happens

  • They lose access to the team immediately. The next time DocuPotion loads for them, it shows their own account.
  • They get an email saying who removed them. Replies to it come to you.
  • Other owners get an email too.
  • Everything they made stays with the team: templates, automations and generated documents.
  • Their own account comes back, with their own templates, API key and connections as they were before they joined.

Things to check

  • Google Drive. If the person you're removing connected the team's Google Drive, the team's Google Docs templates live in their Drive. The dialog warns you. Reconnect Google Drive as yourself first, or those templates may stop working once they lose access to their account.
  • API key. If they ever copied the team's API key (for example into a Zapier or Make scenario), create a new one on the Integrations tab so the old one stops working.
  • Attio. Removing someone from DocuPotion doesn't remove them from your Attio workspace. Manage their Attio access in Attio.
  • Downloaded files. Documents they downloaded or emailed stay wherever they put them.

Who can be removed

  • Only owners can remove people.
  • You can't remove yourself. Ask another owner to remove you.
  • The person who created the team can't be removed yet. If they're leaving, make someone else an owner; contact support if you need them removed.

To bring someone back, invite them again. They rejoin with access to everything the team has.

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