Manage team members

Review the team member list and remove access for someone who no longer works with the team.

About 1 minute Updated September 12, 2026

In this guide

Review the member list
Open member actions
Review before removing a member

1. Review the member list

Open More, then tap Members under Team Management. Each member’s current role appears below their name.

Your own account has a Me badge and cannot be managed from this screen.

SalesDocks English team member list showing Administrator and Member roles — Review the member name and current role first.

2. Open member actions

Tap the member you want to manage to see Change Role and Remove from Team. Choose Change Role when only their access level needs to change.

Choose Remove from Team when the person no longer needs access to this team’s data.

SalesDocks English member actions sheet showing Change Role and Remove from Team — Select a member, then choose whether to change the role or remove team access.

3. Review before removing a member

Removing a member ends their access to this team’s customers, products, and transaction records. It does not delete their account or data from other teams.

Before confirming, check that their work has been handed over and that another administrator can continue managing the team.

SalesDocks English confirmation dialog asking whether to remove Taylor Reed from the team — Confirm the member and impact before selecting Delete.