Archiving a member can occur at different organizational levels, each triggering distinct consequences and outcomes based on the specific level of archiving chosen.
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
When you archive a member at the Portfolio level,
They lose Portfolio permissions
They will be archived on all Projects in the Portfolio
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
When a phase is archived, the associated member becomes archived.
Archiving a Member on organization is a non-destructive action, meaning their data is preserved.
Time Entries are retained: All Time Entries logged by the Member remain in the system. These entries are still linked to the archived Member.
Visibility in Timesheets: Archived Members’ Time Entries continue to appear in Timesheet views, including the Budget > Spent tab.
Reactivation possible: Archived Members can be unarchived at any time, restoring full access and visibility without data loss.
They lose Portfolio permissions
Their Project memberships will be deleted
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
Time Entries may be impacted based on system settings and integration rules. When a Member is deleted, their associated Time Entries may:
Be permanently deleted along with the Member. This means all Time Entries associated with the deleted Member will be removed from the system.
Block deletion if the Member is connected to an external integration, in which case the system will prevent the deletion until the integration is removed.
