When a teammate leaves

When someone leaves the agency, remove them from the workspace and decide where their work goes. You can hand everything to a colleague straight away, or keep their candidates, contacts, companies and jobs under their name and move them later. Only workspace owners and admins can remove members.

Remove the member

1. Go to Settings → Members.
2. Open the ⋯ menu on their row and choose Remove from workspace….
3. The dialog shows what they still own: open tasks, candidates, records and reviews waiting on them.
4. Choose who takes over under Hand their work over to, or select Leave unassigned instead. Unassigned work doesn't show in anyone's queue.
5. Decide whether to tick Keep their records under [name]'s name (see below). This option appears when they own records.
6. Confirm. The button names what will happen, such as Transfer to [name] and remove.

Completed tasks, notes, emails and activity history always keep the leaver's name, so the record of who did what stays true. If any automations assign work to them, the dialog lists them so you can pick a new assignee.

Hand over records, or keep them under their name

• Box unticked: their records, open tasks and reviews all go to the person you chose.
• Box ticked: their records stay with them, marked as left, and only their open tasks and reviews go to the person you chose (the dropdown reads Hand their open tasks and reviews to). Use this when you'd rather share the records out later, or keep a clean history of who brought them in.

Placement credit

If they are a consultant on placements and you keep their records, their placement credit stays with them. If you hand over instead, choose what happens to their share:

• Reassign to [name]: their share becomes the new person's share. If they were Lead, the new person becomes Lead.
• Redistribute to co-consultants: their line is removed and the other consultants are scaled to 100%. Not available when a placement has no other consultant.
• Keep [name] as historical consultant: their line stays on the placement and in reporting.

Their synced email and messages

If they connected a mailbox or a personal WhatsApp number, the dialog asks Keep the emails, messages and calls they synced? Choose Keep (the default) or Delete. A workspace owner can also give the new person full access to that history straight away.

Former members

People removed with their records kept appear under Former members on Settings → Members. They can't sign in and don't use a seat; their name still shows as owner on their records.

To share their records out later:

1. Select Move records… on their row.
2. Choose the member under Move to, and tick the record types under What to move.
3. Confirm. The member you chose becomes the owner. Placement credit, notes and history keep the former member's name.

Before you remove someone

• Removing a member frees their seat straight away. See Billing & seats.
• Revoke any API keys they knew in Settings → Developers. Removing the person doesn't revoke a workspace key. See Roles & permissions.