Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Account and access

Review invitations during teammate offboarding

Remove active membership and outstanding offers of access as separate steps.

Updated 2026-11-11

When a teammate leaves, review both their active membership and any pending invitations associated with the access they no longer need. Removing one does not mean every other record has been reviewed.

An owner or administrator should open Settings, then Team, locate the person’s current email, and remove the membership when appropriate. Check Pending invitations for that person’s other address or an unaccepted replacement invitation and cancel obsolete offers.

Keep at least one owner or administrator available. Confirm that responsibility for ongoing requests, messages, and billing has been handed to an authorized person before closing access. A team access change does not itself finish the departing person’s outstanding work.

If the person also has separately managed accountant or application access, review that access in its own settings. Avoid assuming one Team row describes every integration. Record the confirmed membership and invitation results for your internal offboarding notes, without copying passwords or private invite links. Contact support if an access removal fails rather than relying on a verbal instruction not to sign in.

Was this article helpful?

Tell us whether this answered the question you came with.

Related articles

Still stuck?

Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.

We confirm who you are before we change anything on an account.