Teams and workspaces

Remove or deactivate a workspace member

Revoke access while preserving organizational records.

Updated

Offboard safely

  1. 1Identify documents and templates owned by the member.
  2. 2Transfer operational ownership where needed.
  3. 3Remove the member from teams and shared resources.
  4. 4Deactivate or remove workspace access.
  5. 5Confirm that active sessions are revoked.

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