👤 Only Administrators can add, edit or remove members from the organization. |
👉 Find out more about how to add new members to your organization here.
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Edit a member
You can edit a member either from the Administration settings:
Click on your profile icon and select Administration
Go to the Manage users section
Click on the 3 dots next to the user
Click on Edit member
Edit as desired and click Save
Or directly from the 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
Troubleshooting:
If you see "This email can't be modified. This is because this email address is used in another organization" - only the user 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 users section, you can filter the user 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.
Suspend a member
Click on your profile icon and select Administration
Go to the Manage users section
Click on the 3 dots next to the user
Click on Suspend member
Click Suspend again to confirm
After being suspended, the member won't be visible in the Members app but will remain in the Manage users section of the Administration menu.
You can spot suspended users with the lock icon next to their name.
Restore a member
Click on the 3 dots next to the user
Click on Restore member
Click Restore again to confirm
Restoring a member will only restore its profile, not their assignations (to circles, roles, projects, actions...) which were deleted when they were suspended.
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 Manage users section
Click on the 3 dots next to the user 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.
See also