Remove people, members, users from your workspaces

If you have admin permissions, you can remove or delete users (people, members) in multiple areas. Here are the different places where you can remove members.

• Organization level (remove user from the organization or multiple workspaces)
• Workspace level
• Project level
• Task level

• Recipe level

   

Remove member from Organization level:

As an Organization Admin, you can remove people from your organization (Settings/Organization/Workspaces). But to do so, you will need to remove them from each workspace or go to the Settings/People tab and remove them from a group of workspaces that are in your organization. If you don't have many workspaces, then just go straight to the workspaces people view and remove them from each workspace they are assigned to. If you have a lot of workspace, your Settings/People page is a good place to see all of the workspaces a member belongs to and then you can jump to the workspace page and remove them from the workspace there. If you are not an Organization Admin, but you are a workspace admin across multiple workspace, you can also remove them from the Settings/People tab.

What happens to the removed user's history:

When you remove a team member from your workspaces, their previously assigned tasks in your workspaces are no longer assigned to that person. However, certain things they did remain and others do not remain as follows:

• All task actions by that user remains, such as task progress, dates, descriptions, etc.
• The task info history still shows that user's history on that task.
• The user's message, idea, and issue/risk posts remain.
• The user is removed from any assigned tasks.
• The user's time entries are removed from the user's timesheet. If the removed user is re-added at a later date and re-assigned to the same project, their time entries will come back.
• The user's time entries do remain on the Data Download Timesheet Data report.

Steps to remove a person from your organization:

1. Go to your avatar, click and select People in the dropdown to bring you to the Settings / People tab.
2. Find the member you want to remove.
3. Assuming the person view shows only organization workspace in that one organization and you are not an organization admin across multiple organizations, you can click the REMOVE button in the upper right. However, if you're not sure, you can remove them from workspaces one my one by following step #4.
4. Click the member's bar to expand it and then click the remove button in the upper right.

5. Follow the final step to remove.

   You might find it more useful to expand your organization bar under the Workspaces tab page and open each workspace to remove that person from each one (see next section).
    

Remove member from Workspace level:

As a Workspace Admin or Organization Admin, you can remove people from your workspace. NOTE that you can also remove other Workspace Admins from your workspace.

1. Go to your avatar, click and select Workspace in the dropdown. 
2. Expand the workspace and click the people icon to open the assignment view. (A short cut is to click on "Me" on the workspace bar to jump to the people view.)
3. Find the member in the list.
4. Expand the member's profile and click the remove button in the upper right.
5. Follow the final step to remove.

Note: If you remove someone completely from all of your organization's workspaces, that person will not longer see your organization and their workspaces in their personal Pie account. They will still have a Pie account with their personal organization under the free plan.

Remove member from Project level:

As a Project Admin, you can add a new member to your project.

1. Open a project's configuration page.
2. Click the people icon.
3. Find the member in the list.
4. Expand the member's profile and click the remove button.
5. Follow the final step to remove.
    

Remove member from Task level:

As a task owner or Project Admin, you can remove a person to your task.

1. Open a project task and click the people icon.
2. Expand the member's profile and click the remove button.
3. Follow the final step to remove.
    

Remove member from Recipe level:

As a Recipe Admin, you can remove the other Recipe Admin member from your recipe.

1. Open a recipe's configuration page.
2. Click the people icon.
3. Find the member you want to remove.
4. Click the member's bar to expand it and then click the remove button in the upper right.
5. Follow the final step to remove.