> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lynkacrm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Remove a team member without losing track of their work

> Review ownership, open records, tasks, approvals, team membership, and access before removing a person from a Lynka workspace.

Removing a person's workspace access should be the final step, not the first one.

Before the person leaves Lynka, make sure their active work still has an owner.

## Review open customer work

Check for open Leads, Deals, Tickets, activities, tasks, and other records where the person is the responsible owner or assignee.

Reassign anything that still needs action.

## Review financial and approval work

If the person handled finance or approvals, check whether there are supplier bills, payment tasks, approval requests, close work, or other controlled items waiting for that user.

The underlying transaction should remain in the workspace, but somebody else needs responsibility for the next decision.

## Review team memberships

A person can belong to more than one team. Remove or update those memberships as part of offboarding so the team directory and future scope calculations remain accurate.

## Remove access after responsibility is transferred

Once operational work is reassigned, revoke the workspace membership or access according to your offboarding process.

Do not rely on changing the user's role to a harmless-sounding label while leaving broad product and record access in place.

## Keep history intact

Historical records can still show who performed past work even after that person no longer has active workspace access. That history is useful for audit, customer context, and reporting.

## If the person will return

If the user is temporarily unavailable rather than permanently leaving, consider whether reassignment plus narrower access is more appropriate than deleting operational context.

The right choice depends on the business situation, but ownership of active work should always be explicit.