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A person who managed a project has left, how do I remove them from the project?

Account > Members > Project Level

Click on the Actions drop down menu on the far right column, click delete to remove the member

You may also click on edit in the Actions drop down menu to edit the role of a member

To add a new person to the Project:

Account > Members > Project Level > +Invite Project Member

Enter the email address of the new member, find the designated project in the drop-down, choose which role the new member will have, then click send invitation

To add a new person to the Account:

Account > Members > Account Level > +Invite Account Member

Enter the email address of the new member, click the drop-down arrow and choose which role the new member will have, then click send invitation

Updated on August 11, 2023

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