🔄 How to Remove and Replace a Team Member

Camilo Aponte

Camilo Aponte

Last updated on Sep 30, 2026

This article explains how to remove a team member from your Search Atlas account and invite a replacement. Whether you are offboarding a colleague or updating your team's access, the steps below walk you through the full process and show you how to confirm the changes took effect.

🛠️ Step-by-Step

  1. Log in to your Search Atlas account and open your account or workspace settings.
  2. Navigate to the team or users section within your settings.
  3. Locate the team member you want to remove. Look for an options menu, action button, or kebab icon (⋮) next to their name or email address.
  4. Select the option to remove, delete, or revoke access for that user. If prompted, confirm the action in any dialog box that appears.
  5. Once the removal is confirmed, look for an option to invite or add a new team member — this is typically a button near the top of the team list.
  6. Enter the new team member's email address, assign them an appropriate role or permission level, and send the invitation.
  7. Ask the new team member to check their inbox (including their spam or junk folder) for the invitation email and complete the sign-up or acceptance steps.

✅ How to Confirm It Worked

  1. Return to your team or users settings page and refresh the page.
  2. Confirm that the removed team member's name or email address no longer appears in the list.
  3. Confirm that the new team member's name or email address does appear in the list, either as active or invited.
  4. Once they accept the invite, their status should update from Invited to Active (or equivalent), confirming they now have full access.

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.