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Locating the Remove Option

Removing a member is done from the Organization Members page:

  • Navigate to Organization > Members in the sidebar.
  • Find the member you wish to remove in the members table.
  • In the 'Actions' column for that member, click the options menu (often represented by three dots '...') or look for a dedicated 'Remove' or 'Delete' button/icon.

Confirming Removal

After selecting the remove option:

  • A confirmation dialog will likely appear, asking you to confirm that you want to remove the member. This is a safeguard against accidental removal.
  • Read the confirmation message carefully, as it might outline the consequences.
  • Click the 'Remove', 'Confirm', or equivalent button to proceed.

Impact of Member Removal

When a member is removed:

  • They immediately lose all access to the organization and its resources (voice agents, settings, etc.).
  • Their account is disassociated from the organization, but their user account within the platform usually still exists (they can still log in but won't see the removed organization).
  • Any content or configurations created solely by that user might need review, but typically remain associated with the organization unless specifically designed otherwise.
  • The removed member will no longer appear in the organization's member list.

Permissions for Removal

Similar to changing roles, your ability to remove members depends on your permissions:

  • Owners can typically remove any other member, including Admins.
  • Admins can usually remove other Admins and Members, but generally cannot remove the Owner.
  • Members cannot remove anyone.

You usually cannot remove yourself from an organization directly via this method; Owners might need to transfer ownership or delete the organization.