Removing Team Access
To remove a team member’s access, settings permission is needed first. That is the only way to change who can get into the account – which is exactly what is wanted here.
Opening Team Members
Start by going to the team members list.
Log in to Appointible and click the profile picture in the top right corner.
Select Team members from the menu.
Selecting The Member
Next, choose the team member whose access should be removed.
On the Team members page, find the person in the list.
Click the team member’s name, or click the three dots and choose Edit team member.
Removing Account Access
If the goal is simply to stop access to the account but keep the record, update permissions.
In the Permissions section of the team member, set access to No access for the account.
Review other permissions like Apps access, Calendar access, Clients access, and Settings access to make sure they are all removed.
Click Save to apply the changes.
After saving, the person will no longer be able to sign in to the Appointible account or see any data. It is like turning off the lights instead of demolishing the house.
Deleting A Team Member
If the team member has left for good and the record is no longer needed, the profile can be deleted.
On the Team members page, click the three dots next to the team member’s name.
Select Delete team member.
I recommend deleting only when it is certain the person will not return and the profile is not needed for future scheduling or reporting. Removing access is usually safer if there is any doubt.
Confirming Deletion
Deleting a team member cannot be undone, so Appointible will ask for confirmation.
Review the confirmation message carefully.
Click Delete to confirm and permanently remove the team member.
Once confirmed, the team member will be removed from the list and will no longer have any access. If a mistake is made, the person will need to be added again as a new team member from the Team members page.
