How to Remove a Staff Member

1. Navigate to Team & access.
2. Find the staff member in the Firm staff list.
3. Click their action menu (⋮) at the right end of their row.
4. Select 'Remove staff' or 'Revoke access'.
5. Confirm the removal in the dialog.
6. The staff member is immediately removed from the list and loses portal access.
7. Their client assignments are cleared — reassign those clients to another staff member.

💡 Good to Know: Removed staff members retain their Sumung user account — only their association with your firm is removed.

💡 Good to Know: Re-invite them via 'Invite Firm Staff' if access needs to be restored.

→ Managing Team Members and Roles

→ Assigning Clients to Staff Members