Removing someone from your Workspace is a permanent action and cannot be undone.
After you remove a member or limited member from a Workspace, their seat will remain open until filled by another person. When you invite someone new to the Workspace, they will automatically take the vacant seat.
The limited member and limited member read only user roles are slowly being released to every Workspace. Owners and admins will receive an email before these roles are activated in their Workspace.
Remove someone from a Workspace
Workspace owners and admins can remove people from a Workspace.
To remove someone from your Workspace:
- Click your Workspace avatar.
- Click Manage users.
- On the Manage people page, locate the person you want to remove.
- To remove a guest, click the Guests tab.
- In the Settings column, click the ellipsis ... icon.
- Select Remove.
Remove someone from a private Space
Members can remove people from a private Space they own. Workspace owners and admins can remove people from private spaces they can access.
You can remove people from private Spaces in two ways, from the Sidebar or Workspace settings.
To remove people using the Sidebar:
- In the Sidebar, click the ellipsis ... next to the Space name.
- Select Sharing & Permissions to open the Share this Space modal.
- Click to open the People dropdown.
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To the right of the person, click the toggle. You can remove one or more people at a time.
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You can also Click Remove all to remove all invited people.
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From Workspace settings
To remove someone using Workspace settings:
- Click your Workspace avatar.
- Select Settings then Spaces.
- Find the Space and click Shared With.
- Click to open the People dropdown.
- To the right of the person, click the toggle. You can remove one or more people at a time.
- You can also click Remove all to remove all invited people.
What happens to data when someone is removed from a Workspace?
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Any unshared, private items that they had will be off-limits. They will lose access to all Private items. Even if they are re-added to the Workspace, they will not regain access to those Private items.
- Private Folders, Lists, and tasks owned by a deactivated person will be deleted and removed when they leave the Workspace.
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Any public items created by the person will remain and maintain an activity history.
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They will still show as assigned to tasks and comments, but a Deactivated label is added by their name. It's easy to remove them and reassign those tasks with the Bulk Action Toolbar!
- If you re-invite a person who was previously removed and the tasks they were assigned have not been reassigned, they will regain ownership of these tasks.
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Any time tracked by a person who is later removed will remain on any tasks that they had previously tracked time on.
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If you remove them from a paid plan, that seat remains open and you can reassign it to a new user. If no one is assigned that seat before your next billing cycle begins, it will be removed.
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Attachments that were unshared and private will count towards your storage.
- If the creator of an Automation is removed, the Automation will remain active.
Inaccessible Spaces
If the owner of the inaccessible Space is removed, you can transfer ownership.
Reassign tasks from a deactivated user
You can reassign tasks from a deactivated user using filters or the assignee sidebar.
To reassign tasks using filters:
- In Everything view, sort your tasks by assignee. You can filter for the assignee's tasks from any location. Filtering in Everything view ensures every task assigned to them in the Workspace displays.
- In the upper-right corner, you can click Closed to show closed tasks.
- Only the deactivated person's tasks display. If they were on a team, or a task with one or more other people, those tasks will also display.
- Use the Bulk Action Toolbar to select these tasks and un-assign or reassign them.
To reassign tasks using the assignee sidebar:
- In Everything view in the upper-right corner, click Assignees. You can filter for the assignee's tasks from any location. Filtering in Everything view ensures every task assigned to them in the Workspace displays.
- On the right in the assignee sidebar, click the deactivated person's avatar.
- Use the Bulk Action Toolbar to select these tasks and un-assign or reassign them.