How to Remove a Member from a Team

Introduction

Removing a member from a team permanently removes their access to that team's patients and data. This action is typically used when a staff member changes roles, leaves the organization, or transfers to a different clinical unit.

Before You Start

• Required permissions: You must be a Team Owner, Administrator, or System User to remove members from a team
• Important restriction: You cannot remove a team member who is currently responsible for active patients. Patients must be handed over to another team member first
• Note: You cannot remove yourself from a team (exception: if you are both an Administrator and Team Owner, you may remove yourself)

Steps

1. From the sidebar, select My Teams
2. Click on the team name from which you want to remove a member
3. The team member list displays all current members with their roles
4. Locate the member you want to remove in the member table
5. Click the action menu (three dots ⋮) next to the member's name
6. Select Remove from team from the menu (indicated by a cross icon)
7. A confirmation dialog appears with the title "Confirm Removal of Team member [Member Name] from Team [Team Name]"
8. Review the confirmation message: "Are you sure you want to remove [First Name] [Last Name] from [Team Name]?"
9. Click the Confirm button (red background) to proceed with removal, or Cancel to abort
10. While processing, the dialog title changes to "Removing Team Member"
11. Upon successful removal, the dialog closes automatically and the member is removed from the team list
12. The team data refreshes to reflect the updated membership

Tips

• Before removing a member: Check if they are responsible for any patients. If a member is responsible for active patients, you'll receive an error (409 Conflict) and must hand over those patients first before removal
• Audit trail: All member removals are logged in the system audit trail with the event "User removed from team" for compliance purposes
• Removing yourself: If you need to leave a team and you're the only Team Owner, promote another member to Team Owner first to ensure the team has ongoing management
• Permission errors: If you receive a 403 Forbidden error, you lack the necessary permissions to remove members from this team
• Team Owner vs Member: Removing a Team Owner removes all their ownership privileges for that team. Consider using "Demote to Team Member" if you want to retain them on the team without owner rights

Related Features

• Promote to Team Owner: Elevate a team member to have owner privileges
• Demote to Team Member: Remove owner privileges while keeping them on the team
• Add Member to Team: Invite new users to join a team
• Handover Patient Responsibility: Transfer patient responsibility before removing a member