Members, roles and teams · How-to
Remove someone, transfer ownership or leave a workspace
Take away a person’s access when they leave, hand the workspace over to a new owner, or leave a workspace yourself.
Remove a member
In Settings › Members, open the person, press “Remove from workspace” and then “Remove”. They lose access immediately; the records they worked on stay in the workspace. Only an owner can remove another owner.
Transfer ownership
Only an owner sees “Transfer ownership” at the foot of another member’s details. Type the workspace’s name and press “Transfer ownership” again to confirm. The other person becomes the owner and you stay on as an admin; you cannot undo it yourself.
Leave a workspace yourself
Open the menu with your name at the bottom of the sidebar, choose “Leave workspace” and then “Leave”. The last owner cannot leave before transferring ownership.
Free the seat
Someone who has been removed no longer counts against your licence. To pay for fewer employees, choose a smaller team size in the plan picker on Plan & billing and press “Apply this licence”: it takes effect at your next renewal if your team fits it by then; otherwise the licence keeps its size and the owners are told.
Common questions
- What happens to their clients and bookings?
Nothing: the records stay in the workspace. Reassign their open tasks and deals to someone else.
- Can I remove a member on the phone?
Yes, from the member’s sheet: they lose access at once, and their records stay. The owner can also transfer ownership there, after typing the workspace’s name, and stays on as an admin.
Read next
Change someone’s role or access
Give a member a different role, grant or take away one permission just for them, and check what they can actually do.
Change how many employees your licence covers
Your licence covers a bracket of employees, from one person up; a second person means the next size, paid for the days left in your term. Buy a larger one whenever your team grows, or move to a smaller one from your next renewal.
Switch workspace, language or theme
Move between the businesses you belong to, change the language Setvos speaks to you, and choose between light and dark.
Delete your account
Close your personal account. It is deleted for good after 30 days, and signing in again before then cancels the deletion.
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