Articles on: Admin & workspace

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:

Go to Settings → Members and click the member's row to see how many rooms they own (shown in the Dealrooms column).
If they own rooms you care about:
- 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.
Download the signed PDFs of any Signed Signature envelopes where they were the creator — for your records.

Remove a member

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

Option 2 — Bulk removal

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

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.

Updated on: 01/10/2026

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