How to Remove Members from an Organization or Project?

To remove members in zipBoard, remove them from a project in the project's Collaborators tab (all plans) or from the whole organization in Manage Org (Enterprise plan only). Removed members lose access, but their feedback and assigned tasks are kept and reassigned to the owner.

Who can remove members, and on which plans?

You can remove members at two levels:

  1. From a project: available in all plans.
  2. From the organization: available only in the Enterprise plan.
  • Managers and clients can be added or removed only on Enterprise plans, by users with organization options.
  • Collaborators can be added or removed at the project level in all plans.

Only the owner can add or remove managers from the organization. Managers can add users to a project and remove users from a project only. Removed members can no longer access the project.

How do I remove collaborators or clients from my project?

Open the project's Collaborators tab and click Remove next to the person. If you're the owner of the organization (Enterprise) or you created the project, you can remove anyone from it. See the differences between roles for project privileges.

  1. Log in to your organization or Enterprise admin account.
  2. Click the Projects tab.
  3. Open the Collaborators tab from the project dashboard.
  4. Under Action, click Remove for the user you want to remove.

Note: If a person is removed from the organization, they are removed from all projects in the organization.

How do I remove a member from my organization?

Removing members from the organization is available only on the Enterprise plan.

Use the Manage Org tab. A person removed from Manage Org is removed from the organization and all its projects.

  1. Log in to your organization or Enterprise admin account.
  2. From the properties drop-down, select Manage Org.
  3. Under Action, click the Remove link for the user you want to remove.

What happens to a removed member's feedback and tasks?

Nothing is deleted. Even after a user is removed from the project or organization, their feedback and assigned tasks stay in the project and are assigned to the owner.

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