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How to edit, suspend, restore or delete a member from my organization?
How to edit, suspend, restore or delete a member from my organization?

Learn how to modify, suspend, restore or remove a member

Elodie Ohanian avatar
Written by Elodie Ohanian
Updated over a week ago

Do you need to change members status or type? Take a look at how to edit, suspend, restore and delete a member of your organisation.  

👉 Find out more about how to add new members to your organization.


Edit a member

👤 Only Administrators can add, edit or remove members from the organization.

From Administration Settings

  • Click on your profile icon and select Administration

  • Go to the Members dashboard section

  • Click on the 3 dots next to the member

  • Click on Edit member

  • Edit as desired and click Save

From Members App

  • Go to the Members app

  • Search and click on the member you wish to edit

  • Click on the Edit member button

  • Click Save

Edit multiple members at once

It is also possible to edit multiple members type (inactive, member, admin) at once.

  • Click on your profile icon and select Administration

  • Go to the Members dashboard section

  • Tick the chosen members

  • Click on Edit type button and select the type

  • Confirm by clicking on Edit member type button

Troubleshooting

  • If you see "This email can't be modified. This is because this email address is used in another organization" - only the member will be able to edit his/her profile in account settings.

  • If you invited a member but accidentally entered the wrong email address, you will need to delete the member to add them again with the correct email address.

  • If you do not find the member you are looking for in the Manage members section, you can filter the member type by Invited in the search bar.


Suspend or restore a member

By suspending a member, they will no longer exist in the organization and all their assignations (to circles, roles, projects, actions...) will be deleted. However, their name will still appear in all Activity sections as they won't be anonymized, allowing for all their past actions to still be visible

Suspending a member allows you to keep the member's profile information and restore it when you deem necessary.

After being suspended, the member won't be visible in the Members app, but will remain in the Members dashboard section of the Administration menu.

The section of the suspended member will be grayed out.

Suspend a member

  • Click on your profile icon and select Administration

  • Go to the Members dashboard section

  • Click on the 3 dots next to the member

  • Click on Suspend member

  • Click Suspend again to confirm

Suspend multiple members at once

  • Click on your profile icon and select Administration

  • Go to the Members dashboard section

  • Tick chosen members

  • Click on Manage status button and select Suspend members

  • Confirm by clicking on Suspend members button

Restore a member

Restoring a member will only restore its profile, not their assignations (to circles, roles, projects, actions...) which were deleted when they were suspended.

  • Click on the 3 dots next to the member

  • Click on Restore member

  • Click Restore again to confirm

Restore multiple members at once

  • Click on your profile icon and select Administration

  • Go to the Members dashboard section

  • Tick chosen members

  • Click on Manage status button and select Restore members

  • Confirm by clicking on Restore members button

📌 Notes:

  • Only suspended members can be restored. Deleted members, are removed from the platform permanently.

  • A suspended member does not require a licence.


Delete a member

  • Click on your profile icon and select Administration

  • Go to the Members dashboard section

  • Click on the 3 dots next to the member and select Delete

  • Click Delete again to confirm

⚠️ Warning : The deleted member will be immediately and permanently removed from the organization. All actions, projects, tensions, checklist items, and OKRs linked to that individual will be lost.

Delete multiple members at once

  • Click on your profile icon and select Administration

  • Go to the Members dashboard section

  • Tick chosen members

  • Click on Manage status button and select delete members

  • Confirm by clicking on Delete members button

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