Removing a participant
When someone no longer needs access to a room — deal closed, contact left the company, wrong person invited — remove them.
Remove a participant
Removal happens from the Participants page of the room.
- Open the room → Participants.
- Click the contact card of the person to remove — the contact popup opens.
- In the popup, click Remove.
- Confirm.
Access is revoked immediately. Their magic link stops working.
Org members only. The Participants page is only accessible to organization members (Owner and internal Editors). External participants — buyers, external editors — cannot remove anyone, even people they've invited themselves. If a buyer needs someone removed, they have to ask the room's Owner or an internal Editor.
Who can remove
- Owner — can remove any participant
- Editor (org member) — can remove other participants (subject to the same-or-lower rule — see Who can invite whom)
- Viewer / external Editor — cannot remove anyone
What happens when someone is removed
- They lose access immediately — next page load redirects them out
- Their magic link is invalidated — if they try to click their old email, they get "access denied"
- Activity history is preserved — their past comments, task completions, and visit data remain in the room
- Comments they posted stay attached to their name (even after removal)
Remove vs. change role
- Remove — full revocation; they can't access at all
- Change role to Viewer — keeps them in the room but read-only
If you just want to reduce someone's permissions, change their role. Remove is for "they should have no visibility."
You can't remove the Owner
There's always exactly one Owner — they can't be removed directly. To "remove" the current Owner, you first need to transfer ownership to someone else; the previous Owner becomes a regular Editor and can then be removed if needed.
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Updated on: 18/06/2026
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