People

Remove access without deleting history

End a person's Company access while preserving the relationship and records already connected to them.

Who this is for
Company owners, Administrators
Where you work
Company
On this page

End access now

  1. Open People and find the person, or open their profile.
  2. Choose **Remove from Company** in their access actions.
  3. Review the confirmation, then remove their access.

The person moves out of Current people and Company access turns off. Pending Company invitations for their sign-in email are closed. Their personal account, other Companies, existing work and financial records stay available under the relevant access rules.

You cannot remove the Owner through this action. Transfer ownership first. An authorized Owner can find a removed person with the **Archived** filter and reactivate their access; closed invitations stay closed.

Removing access also ends the person’s normal access to Company agreement downloads. Before removal, they can download their own copies. Afterward, they can ask the Company for a copy or use the [data-request route](/data-requests); identity and authority are checked.

Schedule an access end

If the record offers an Access end date, choose the date and review the action. Access remains active through that date and ends afterward in the Company time zone.

What this does not do

Ending access does not silently delete prior time, reviews, agreements, invoices, payment evidence, or audit history. If a correction is needed, use the correction process for that record.