Archive Team Members

People move on; their record shouldn't disappear with them. Archive a team member and their access ends immediately while everything they created, commented on and completed stays in your Waybook and in your reports.

Revoke access the moment someone leaves
Documents, comments and completion records stay in place for audits and reports
Keep your member list clean without rewriting history
Automatic with Directory Sync when a leaver is removed from your directory
Illustration of team members in Waybook

Deleting a leaver's account is the wrong tool for the job. It can leave documents without an owner, gaps in completion reports and unanswered questions when an auditor asks who acknowledged a policy. Archiving keeps the record and removes the risk. The member loses access to your Waybook straight away, but the documents they wrote, the comments they left and every test, confirmation and completion they recorded remain exactly where they were.

Your reports keep telling the true story of who completed what and when, which is precisely what compliance reviews and hand-overs need, and your active member list stays accurate as the team changes.

If you use Directory Sync, archiving happens automatically: remove someone from your identity provider or HR system and their Waybook access is archived at the same time, with no manual step to forget.

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