How It Works

Follow each step in Cards.

  • Use the minimum access needed.
  • Do not remove a user before consequential work and ownership have been transferred.
  1. 01

    Open the organization’s Admin or member controls.

    Cards screen demonstrating step 1: Open the organization’s Admin or member controls.Open Admin Users
    Step 1 screen focusOpen the organization’s Admin or member controls.
  2. 02

    Before inviting, confirm the email, role, team scope, and client association.

    Cards screen demonstrating step 2: Before inviting, confirm the email, role, team scope, and client association.Set email, role, Teams, and capacity before inviting
    Step 2 screen focusBefore inviting, confirm the email, role, team scope, and client association.
  3. 03

    Send the invitation and verify the person appears in the intended organization.

    Cards screen demonstrating step 3: Send the invitation and verify the person appears in the intended organization.Verify the new Membership and status
    Step 3 screen focusSend the invitation and verify the person appears in the intended organization.
  4. 04

    Before removing access, identify active assignments, approvals, and ownership that need reassignment.

    Cards screen demonstrating step 4: Before removing access, identify active assignments, approvals, and ownership that need reassignment.Review ownership and access before removing a user
    Step 4 screen focusBefore removing access, identify active assignments, approvals, and ownership that need reassignment.
  5. 05

    Remove or deactivate the membership and confirm restricted work is no longer visible.

    Cards screen demonstrating step 5: Remove or deactivate the membership and confirm restricted work is no longer visible.Confirm the Membership status after the change
    Step 5 screen focusRemove or deactivate the membership and confirm restricted work is no longer visible.
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