Features Pro plan

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.

7-day Free Trial
4.9 / 5
Capterra Logo
Illustration of team members in Waybook

What you get

Remove a leaver's access instantly while keeping their content, comments and completion history intact for reports and audits.

  • 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

A closer look

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.

Try it with your own processes

Start a free 7-day trial of Waybook, or book a demo and we’ll walk you through it with your team’s processes in mind.

3,000+ companies and 60,000+ people onboard, train & grow faster with Waybook

or
4.9 out of 5
Capterra Logo