Step 1: Transferring the ownership
It is important to transfer the ownership to someone who will next fulfill the role and tasks.
Transfer Ownership in the “People” page by clicking the 3-dot icon aligned with their information and select Transfer ownership.
Reminder: Please always make sure all the responsibilities are transferred properly by giving the system time to complete the transfer process.
Step 2: Removing the member
Once step 1 is completed, you can remove the person by clicking the 3-dot icon aligned with their information and selecting Remove from workspace.
Step 3: Notification Email
All parties will be notified by email. This is helpful in case the admin forget to transfer the ownership because it allows them to review all the assigned tasks, and re-assign to a new person.
NOTE: Only Workspace Admins can perform these steps. However, as a member, you can always remove yourself from the workspace.



