Removing a member

When someone leaves the company or no longer needs Katalyz access, remove them from the workspace. Done right, this is a clean handoff with no lost work.

⚠️ Requires org role Admin.

Before you remove someone

Think about what they own before pressing delete.

A member might be the Owner of active rooms. If you remove them without reassigning ownership, those rooms lose their primary owner — they won't be deleted, but access and responsibility get murky.

Recommended pre-removal checklist:

1. Go to Settings → Members and click the member's row to see how many rooms they own (shown in the Rooms column).
2. If they own rooms you care about:
3. • Open each room.
   • In Participants, assign another Admin or Pro as Owner.
   • Optionally, update any automations, CRM links, or booking references that pointed to the departing person.
3. Download the signed PDFs of any completed Signature envelopes where they were the creator — for your records.

Remove a member

Option 1 — From the edit modal

1. Go to Settings → Members.
2. Click the member's row.
3. In the edit modal, click Delete (bottom-left, destructive button).
4. Confirm.

Option 2 — Bulk removal

1. Go to Settings → Members.
2. Check the boxes next to each person to remove.
3. In the bulk action bar at the bottom, click Delete.
4. Confirm.

What happens when someone is removed

• They lose access to Katalyz immediately — their next page load will boot them to a logged-out state
• They cannot log back in — their magic-link email address is deactivated
• Rooms they owned remain in the workspace but show the owner as deactivated
• Room roles they held in other people's rooms are severed
• Tasks they were assigned to remain but show the former assignee; you can reassign them
• Comments they posted stay with their name attached (but greyed/inactive)
• Signatures they collected or sent remain in the audit trail — these are legal records and are never deleted

Removal is permanent. To re-add the person, you'd invite them as a new member.

Billing

Removing a member has no direct impact on your invoice. Billing is based on the paid-seat quota provisioned on your workspace (Admin + Pro), not on how many of those seats are currently filled. Removing a member frees the seat for re-use within the same quota — your bill stays the same.

To actually lower (or raise) the quota itself, see [Adding or removing seats](→ 07-plans-billing/02-seats-billing/01-adding-removing-seats).

Removing yourself

You can't remove yourself while you're the only Admin. Promote another member to Admin first, then ask them to remove you.

Related articles

• Changing someone's org role
• Org roles: Admin, Pro, Basic
• [Adding or removing seats](→ 07-plans-billing/02-seats-billing/01-adding-removing-seats)

Updated on: 18/06/2026