How to archive/unarchive members?

Easily manage your team's roster by archiving inactive members and restoring them when needed, all in one place

How to archive members?

  1. On the Member Permissions page. Click on the three-dot menu on the Member to be archived. Click the Archive Member item.

    Alternatively, click on the value in the Access column of the Member to be archived. The Access Level menu opens. Click on the Archive Member item.

  2. A confirmation modal will open. Click the Archive Member button. The Member is then archived.

  3. To confirm that the Member has been archived, navigate back to the All Members page and scroll to the bottom of the list. Archived Members are listed under the Archived section.

Note: When you archive a member at the organization level, they lose access to the application. Notifications and SSO are disabled. The member is marked as archived in departments and won't appear on the org chart. Unarchiving doesn't reverse changes, and the member remains archived in all portfolios and projects.

How to unarchive members?

  1. On the All Members page, click on the value in the Access column of an archived Member.

  2. Click the Restore item.

  3. A confirmation modal will open. Click on the Yes button.

  4. The member will be restore and will be listed in the appropriate section.

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