Archive a team member

Open the team member, select the Archive tab, and select Archive Team Member. They lose access, their records are kept, and the action cannot be undone.

Before you begin

You need the Admin role.
Archiving is permanent. There is no way to restore an archived team member.
You cannot archive yourself.
Archiving creates a prorated adjustment on the next invoice.

Steps

In the Admin portal, select Team Members.
Select the team member.
Select the Archive tab.
Read the notice: their system access is removed, and all records are archived and preserved.
Select Archive Team Member.

What you should see

The message Team member archived. The person moves from the Active tab to the Archived tab, with a banner showing the date they were archived. Their reservations and payment history stay in your agency's records.

If something goes wrong

There is no Archive tab

The Archive tab is hidden on your own profile and on team members who are already archived.

The page says "Kindra AI℠ Partner"

Partners provide support access to your workspace, cannot be archived, and are not included in your billing. To request removal, contact support@kindra.ai.