Archiving a Member

Archiving a member can occur at different organizational levels, each triggering distinct consequences and outcomes based on the specific level of archiving chosen.

Side Effects of Archiving an Organization Member

When you archive a member at the organization level,

They lose access to the application
Their notifications are disabled
Their Single-Sign-On feature is deactivated
They will be archived from the departments they are in
They will be archived from all the Projects and Portfolios
They will not show in the Org Chart

Side Effects of Archiving a Portfolio Member

When you archive a member at the Portfolio level,

They lose Portfolio permissions
They will be archived on all Projects in the Portfolio

Side Effects of Archiving a Project Member

When you archive a member at the Project level,

They lose Project level permissions
If they are Project Guests or External Contractors, they are also archived from the team
They will be archived from the Phases
They will be unassigned from all tasks
The Projects will be removed from favourites/my projects portfolio

Side Effects of Archiving a Phase Member

When a phase is archived, the associated member becomes archived.

Delete a Member

Side Effects of Deleting a Portfolio Member

They lose Portfolio permissions
Their Project memberships will be deleted

Side Effects of Deleting a Project Member

If they are Project Guests or External Contractors, they are also archived from the team
Their Phase memberships will be deleted
They will be unassigned from tasks
The Projects will be removed from Favourites/My Projects portfolio
Their budget information will be deleted from the project and member