Removing or replacing a representative

When a teammate leaves, changes roles, or you need to hand off the business to someone new, you can remove or replace a representative without losing any history. The order and asset records stay attached to the business.

• You must be an Owner or Manager to remove other reps.

• Make sure at least one Owner remains after the change — the system blocks removing the last Owner.

1. Open My Account > Businesses > pick the business.

2. Open the Representatives tab.

3. Find the rep and click the menu next to their name.

4. Choose Remove to revoke access entirely, or Change role to lower their permissions.

5. To replace, also invite the new person using Add representative.

6. If the departing rep was the Owner, promote someone else to Owner first.

• Demote rather than delete when possible — historic context (who placed an order) is more useful than a clean list.

• For finance handoffs, give the new rep Manager rights and have the old rep brief them on outstanding items.

• Communicate the change to the chamber so they know who to contact.

Will the removed rep lose access immediately?
Yes. Their next page load shows the business is no longer in their account.

Can I re-add someone I removed?
Yes. Just send a new invite to the same email.

Does removing a rep cancel anything they bought?
No. Orders stay with the business. Only access changes.

• Adding business representatives

• Representative roles explained