Archive a team member
Open the team member, select the Archive tab, and select Archive Team Member. They lose access, their records are kept, and the action cannot be undone.
Before you begin
- You need the Admin role.
- Archiving is permanent: an archived team member cannot be restored.
- You cannot archive yourself.
- Archiving creates a prorated adjustment on the next invoice.
Steps
- In the Admin portal, select Team Members.
- Select the team member.
- Select the Archive tab.
- Read the notice: their access is removed and their records are kept.
- Select Archive Team Member.
What you should see
The message Team member archived. The person moves from the Active tab to the Archived tab, with a banner showing the date they were archived. Their reservations and payment history stay in your agency's records.
If something goes wrong
There is no Archive tab
The Archive tab is hidden on your own profile and on team members who are already archived.
The page says "Kindra AI℠ Partner"
Partners provide support access to your workspace, cannot be archived, and are not included in your billing. To request removal, contact support@kindra.ai.
Still stuck?
Email support@kindra.ai and tell us which screen you were on and any message you saw.