People

Remove access without deleting history

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

End access now

  1. Open People and choose the person.
  2. Find the relationship or access controls.
  3. Choose the available action to end or archive access.
  4. Review what will happen, then confirm.

The person moves out of Current people and Company access turns off. Their relationship record, team assignments, manager relationships, and history stay in place.

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.