Home Settings How do I remove a team member?

How do I remove a team member?

Last updated on Mar 12, 2026

Short Answer: Go to Settings → Team, click the trash (delete) icon next to the member, then confirm in the "Remove member" dialog.

PreRequisites

  1. Be signed in to CleverBalance.

  2. Have access to Settings → Team.

Steps

  1. Open Settings and select "Team" from the left navigation menu.
    The Team table appears showing members along with Actions icons.

  2. Find the member you want to remove and click the trash can icon in the Actions column.
    A confirmation dialog titled "Remove member" opens and shows the member’s name and email.

  3. Confirm the removal using the dialog’s primary confirm action, or click "Cancel" to abort.
    The member is removed from the team and disappears from the Team list.

Troubleshooting

  1. The trash icon is missing or disabled.

    Likely Cause: Your account does not have permission to remove members, or the member has a protected role.

    Action: Verify your permissions, or ask an Admin to remove the member.

  2. The member still appears after confirming removal.

    Likely Cause: The page list has not refreshed or the server-side removal failed.

    Action: Refresh the page. If the member still appears, try removing again or contact support.

Note: The "Remove member" dialog shows the member’s exact email address to ensure you confirm removal of the correct user.