How to archive a team member

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Who can remove/archive team members

Only users with the Admin role in your clinic’s Tabflows account can remove or archive team members.

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Before you archive

Review the teammate’s open work and determine whether Tasks or responsibilities need reassignment.

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How to remove/archive a team member

1. Open Tabflows 👉 https://app.tabflows.com and select Team under Admin.
2. Select Team in the menu
3. Find the user you want to remove/archive
4. Click the three dots (⋯) menu to the right of their name
5. Select Archive user
6. Confirm

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