Where to find it
Team → person's card → "Remove access"
- "Remove access" → optional reason → "Yes, remove access". Her name stays in every history line she wrote. Giving access again later returns it with her usual password.
- "Link with current file" → "Choose file" (or "Link manually"). Linked, this person stops seeing and working her own file: a colleague carries her papers. That is what an inspector expects.
- If this person has related files at several agencies in your account, the protection applies to all of those files.
- "Unlink" removes the association with the user across those related files. It does not delete the files or change access to the system.
Please note
The owner's access cannot be removed: the account is theirs.
