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Removing a Team Member

Help Center Team ManagementRemoving a Team Member

How-to3 min read

Removing a Team Member

Revoke practice access while keeping the work history

On this page

What Happens Immediately
What Is Preserved
Before You Remove Someone

Remove a team member when they leave the practice or no longer need access. Removal revokes access; it does not delete the work they already recorded.

Open Practice Settings -> Team.
Find the team member.
Choose Remove.
Confirm the removal.

What Happens Immediately

The team member loses access to the practice workspace.
Their open sessions stop being useful as protected routes re-check access.
Their team seat stops counting as active for future billing sync.
Their notes, reminders, deal activity, and scenario history remain in the practice record.

What Is Preserved

Policy Stack keeps the audit trail:

On this page

What Happens Immediately
What Is Preserved
Before You Remove Someone

Notes stay attached to the client profile.
Reminders remain in the practice.
Pipeline changes remain in the deal timeline.
Saved scenarios remain attached to the client or deal.

Before You Remove Someone

Review any clients, reminders, or pipeline deals they were actively managing. Reassign open work to the owner, a team admin, or another team member before removal when possible.

Policy Stack does not replace your internal offboarding process. Handle device return, email forwarding, and employment communication outside Policy Stack.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.
Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.