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Removing a user or changing their role

Promote a teammate to admin, drop them back to member, or remove them from the organization entirely — all from the Users settings page.

Organization admins and owners can change any user's role or remove them from the organization. Both actions live on the same page used for invites.

Step 1 · Open Users settings

Open Settings → Users. The Users tab lists every active user with their role shown as a chip on the right.

Users tab with a list of active users, role chips and per-row action icons
Each row shows the user's name, email, role chip and a pencil (edit) and trash (remove) icon.

Changing a role

Hover the row of the user you want to change. Click the pencil icon to open the edit dialog. Pick a new role from the dropdown — Owner, Admin or Member — and confirm.

Edit member dialog with the role dropdown open and Owner / Admin / Member options
Promoting to Owner moves billing and organization-deletion rights too; keep the count low.

Role changes take effect immediately. The affected user might need to refresh the page to see the new permissions.

Removing a user

In the same row, click the trash icon. bont asks for confirmation since removal is irreversible from the UI — it ends the user's access immediately and they vanish from the Users list.

  • The user's historical activity (notes, deals, emails) stays attached to them; deletion removes access, not authorship.
  • If the user later needs back in, send a fresh invite — see Inviting teammates.

Roles cheat-sheet

  • Owner — billing, organization deletion, all settings, all users, all app data.
  • Admin — settings and users, full app data access; no billing.
  • Member — day-to-day app data, but no Reporting, settings or user-management access.
  • Custom roles — organizations can define their own roles with hand-picked permissions under Settings → Roles and access; they appear in the same dropdown when changing a user's role.

Troubleshooting

I can't remove an Owner

Owners are protected from being removed by anyone except other Owners. Demote them to Admin first, then remove. The very last Owner is always pinned — promote someone else first, then drop the outgoing Owner.

The "Remove" icon is missing on my row

You can't remove yourself. Ask another Owner or Admin to remove you, or transfer ownership and leave.

The user can still see the organization

Their browser might be holding a cached session. Removal takes effect within seconds on the server; refreshing the page kicks them out.

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