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My Account guide

Remove or restore a team member’s account access

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Stop a team member signing in through the account access controls, or restore eligible access later.

Customer guidanceTeam accessReviewed 15 October 2026
Jump to stepsOpen My Account ↗
Where to goMy Account → Staff / Users → Account users
Before you startReview the person and permissions carefully. Removing access takes effect immediately but retains their contact history.

Follow these steps

  1. Find the team member by name or email in Account users.
  2. Choose Remove access when available. Read and confirm the action only for the intended person.
  3. Check the resulting disabled or removed-access state.
  4. To restore eligible access, open Edit access, select Active, review the allowed sections and choose Save access.
  5. Check the updated row. Review workspace access separately if the person also uses an installed application.

Details that matter

History is retainedRemoving account access is not the same as erasing the contact or their historical records.
Current user and ownerProtected rows cannot be managed with the ordinary remove-access action.

Common questions

Does this remove CRM workspace access too?

My Account and workspace access are separate. Review the application’s staff settings as well.

Can I reverse removal?

The current flow provides restoration through Edit access and Active for eligible users. Your management permissions still apply.

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