Go to Admin → Users, open the team member and set the status to Inactive. The team member can no longer log in, but:
- All historical data is preserved
- Assigned tasks/leads remain attached to this deactivated user — manually reassign
- The account no longer counts toward your seat count for billing
Want to delete the account permanently instead of deactivating? Click Delete — the account is disabled and its login credentials (password + 2FA) are wiped. Tasks/leads remain and the name stays visible in history (e.g. "created by") for the audit trail.