Remove someone from the workspace

Removing someone ends their access, stops their Talent, and takes their seat off the bill. Do the two clean-up steps below first, because a couple of things go away with them.

Before you remove them

1. Reassign any department they manage. Removing a person clears every manager seat they hold, and the department is left without a manager.
2. Move anything the team relies on into shared ground. Their private Routines, Skills, and Artifacts are theirs. Work they published to the Marketplace stays available to the workspace, so publish the important ones before their last day. A Monday CRM pipeline summary that only lives in their private Routines stops running when they go.

Remove them

1. Open Team in the sidebar, then the Directory tab.
2. Find the person on the People view.
3. Remove them from their row and confirm.

What happens

• They lose access to the workspace immediately.
• Their Talent stops, and so does anything only it was running.
• Every manager seat they held is released.
• The seat count on your plan is recalculated straight away.
• Their past spend stays in the workspace usage report, labelled as a removed member, so the member totals still add up to what you were actually charged.
• Their chats and their personal memory stay private. They are not handed to an admin, and there is no way to read them after the fact.

What you cannot remove

Yourself. Removing your own membership is refused. Ask another admin.

The workspace owner. "The workspace owner can't be removed." There is exactly one owner per workspace, and the seat is protected. Contact support if the owner is leaving the company.

An admin, unless you are the owner. "Only the workspace owner can remove an admin." A non-owner admin can remove members, not admins.

Demoting instead of removing

If someone is staying but should not govern any more, change their role rather than removing them. Role changes between admin and member are owner only, and the person keeps their Talent, their work, and their seat.

Two rules apply. You cannot demote the last admin: promote someone else first. And the owner cannot be demoted at all, including by themselves.

A worked example

Jordan leaves an agency on Friday. On Thursday, an admin reassigns Jordan's Client Services manager seat, asks Jordan to publish the weekly pipeline Routine the team still needs, and then removes Jordan from the Directory. The seat count drops immediately, the published Routine stays available, and Jordan's private conversations remain private.

What to check

"That person is not an active member of this workspace." They are already removed, or the directory is showing a stale row. Refresh the Directory.

The Remove control is missing. You are looking at an admin's row and you are not the owner, or you are looking at the owner's row.

Removal is blocked along with everything else. Removals are writes, so they stop while the workspace has no live plan or trial. The owner needs to fix billing in Settings first.

A department now shows no manager. Expected. Assign a new one on the Departments tab.