What to do when a team member leaves?

Last updated
Save as PDF

This feature is available in all editions.

When a team member leaves your organization or changes projects, here are some best practices for closing their account.

Recommendations

We do NOT recommend deleting a member's account. Deleting a member removes them from the system entirely, including all the data from tasks they worked on in previous sprints/projects used for historical reporting purposes. This is generally not advisable except for erroneously created member accounts (such as duplicates).

Here are a few ways to handle these types of situations.

When a member...	Do this...	Why?
Leaves the company	Inactivate their account	Prevent member from logging in. Preserves historical data for reporting purposes. Removes the member from your licensed member count.
Moves to another project	Change their project role.	Removes access to current project. Grants access to the new project.
Begins working on additional projects	Assign them to the new projects, and then assign new project roles (as required)	Grants access to additional projects.