Archive and Restore Members

You can manage member visibility and access without deleting their records. Use Archive to revoke access and Restore to reactivate archived users.

Archiving a Member

Archiving a member permanently revokes their access to the organization.

  1. Click the company icon in the top right corner of the screen.

  2. Go to Organization Settings.

  3. Select Member & Roles > Members.

  4. Locate the member you want to remove and click the More actions menu ().

  5. Select Archive member.

  6. Click Archive Member to confirm the action.

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Note

Archived members lose all access but remain visible in records for audit purposes.

Restoring a Member

Restore a previously archived user to grant access again.

  1. Click the company icon in the top right corner of the screen.

  2. Go to Organization Settings.

  3. Select Member & Roles > Members.

  4. Find the user you want to reactivate and click More actions menu ().

  5. Select Restore member.

  6. Click Restore Member to confirm the action.

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Note

Restored users regain their previously assigned roles. You can edit their access afterward if needed.

See Also

Learn how to manage user roles and permissions for your team:

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