Removing Team Members
If you need to limit a member's access to a workspace, you might want to remove their access. While this might sound similar to deleting a member from an organization, the two are two different actions. Here is everything you need to know about removing a member's access to a workspace.
Remove a User from a Workspace
Access to workspaces depends on the role of the member:
- Team Owner or Admin is by default invited to all Workspaces
- Editors and Contributors have access only to the Workspaces to which they were invited
To remove a member from a Workspace, please follow these steps:
- (1) Go to the "Add Member" button on the left side to access the team settings screens
- Here you will see all members invited to this workspace. Find the user you want to remove by (2) Clicking the 3-dot menu on the far right side and selecting Remove from Workspace (3)
- a popup will appear asking you to (4) which workspace you'd like to remove the user from, click the dropdown button to select
- (5) click on Remove to complete the process and the member will be removed from this workspace
Delete a User from your Organization
- To Delete a User from your Organization, you will need to enter the Team Settings
- Deleting a user from your Organization will remove their access to all Workspaces they have been invited to and add an available seat to your Team.
- In the Add Member Screen (1)
- Click (2) the 3-dot menu on the far right side and select Delete Team Member (3)
In the same menu, you can also "Copy Email" of the associated user or "Transfer Ownership" if you need to
- A popup will open telling you that you are deleting the user from your Organization
- You can tick the box if you want to transfer the contents and projects of the said user to the owner of the organization
- You have the choice to (4) Delete Team Member created by this user or to Transfer the ownership of his projects to you so that you do not lose them. You will be asked to (6) confirm the email address of the user you want to delete for added security
Updated on: 26/09/2024
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