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
