Removing Team Access
There are two ways to end someone's access: switch their login off and keep the record, or delete the team member entirely. Switching the login off is the safer of the two and is reversible.
Info
Changing another team member's access requires the Settings permission. Of the roles, only Full access grants it; under Custom access it can be switched on individually.
Opening Team Members
Start by going to the team members list.
- Log in to Appointible and click Settings in the left menu.
- Under Workspace, select Team.
Selecting The Member
Next, choose the team member whose access should be removed.
- On the Team 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
To stop access but keep the record:
- In the Permissions section of the team member, turn Team member can login? off.
- Click Save to apply the changes.
That one switch is the whole job. Turning it off removes the login and everything under it – the Role cards and permission groups disappear, because there is nothing left to permit.
After saving, the person can no longer sign in to the Appointible account or see any data. The record itself stays: they remain on the team list, keep their appointment history, and can still be booked and appear on the calendar.
Deleting A Team Member
If the team member has left for good and the record is no longer needed, delete the profile.
- On the Team page, click the three dots next to the team member’s name.
- Select Delete team member. The same action is at the bottom of the team member's drawer.
Delete only when it is certain the person will not return and the profile is not needed for future scheduling or reporting. Removing the login is safer if there is any doubt.
Confirming Deletion
Deleting a team member cannot be undone, so Appointible asks for confirmation.
- Review the confirmation message.
- 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 page.