This article explains how to deactivate a current team member and add a new one to your Search Atlas workspace. Whether you are offboarding a colleague or onboarding a replacement, both actions are completed from the same location in your account settings.
📍 Where to Find It
Navigate to Top-right corner (avatar) → Team Members. This opens the Team Members panel where you can view all current users, change their roles, and control their access status.
🛠️ Step-by-Step
- Open Team Members: Click your avatar in the top-right corner of the platform, then select Team Members from the dropdown menu.
- Deactivate the existing member: Locate the team member you want to remove from the list. Click the Deactivate action next to their name. This revokes their access to the workspace without permanently deleting their account history.
- Add a new member: Click the Add member button at the top of the Team Members panel.
- Enter their details: Fill in the new member's email address and select their role — either Viewer or Admin — then confirm to send the invitation.
- Notify the new member: Let them know to check their inbox for the invitation email so they can complete account setup and log in.
✅ How to Confirm It Worked
After completing both actions, return to Top-right corner (avatar) → Team Members and check the following:
- The deactivated member's status should display as Deactivated (or they may no longer appear as an active user in the list).
- The newly invited member should appear in the list with an Invited or active status once they have accepted the invitation.
- If the new member does not appear, confirm the email address was entered correctly and ask them to check their spam folder for the invitation.
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.