As an organization admin in Redbooth, you have the ability to manage your organization's members. This includes changing their roles and removing them from the organization.
Here's a step-by-step guide on how to remove a member:
- Click on your avatar in the top right corner of the screen.
- Select Manage my organization from the drop-down menu.
- In the left-hand navigation menu, click on the Members tab.
- Locate the member you wish to remove and hover your cursor to the right of their name. A menu will appear.
- Click Remove from organization. If you remove an admin or a participant, you will gain a spare seat in your subscription.
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To avoid losing track of which tasks belonged to this member, check the "Tag these tasks with `unassigned-<username>` option. This will automatically tag all their tasks, making it easy to find and reassign them later.
- Click Remove to confirm the removal of the member.
Important notes:
- The last remaining admin of the organization cannot remove themself until they grant admin access to another member.
- When you remove a member, all their assigned tasks will become unassigned. This can affect project deadlines and team productivity. It's crucial to reassign these tasks promptly to ensure a smooth workflow.
Reassigning Tasks Belonging to Removed User
1. Click on Task Overview from the top navigation panel.
2. In the Tags filter, enter "unassigned" in the Tags filter and select the tag referencing the removed user (i.e. `unassigned-daniella`).
3. Click on a task to open it.
4. Click the Assignee field and select a new assignee from the list.