Leave a workspace or remove a member

When someone leaves your team, remove them from the workspace. When you no longer work with a workspace, leave it. Nothing else is deleted either way.

Remove a member

1. Open Members → Active members and click Manage next to the person.
2. Click Remove from workspace and confirm.

At that moment:

• they lose every service of this workspace, even one they have open in another tab;
• the records shared with them as a guest are no longer theirs to see;
• their seat is free for someone else.

Their account is not deleted. They keep their own workspace and any other workspace they belong to. Monfri does not e-mail them about it, so tell them yourself.

Who can remove whom

You can change or remove only people whose workspace role is below yours — except the primary owner, who manages the other owners too:

Nobody can change or remove the primary owner, and owners do not change or remove each other. An owner who should go makes themselves an admin or a member in their own Manage window, or leaves the workspace — or the primary owner removes them.

The Manage window offers only what you may do: the roles you can give, and Remove from workspace only when you may remove the person. When you can do neither, it says why.

What happens to their work

What the person made stays in the workspace — contacts, segments, campaigns, flows, pages, agents. Nothing moves and nothing is deleted.

In CRM, the records the person owned are still theirs, so salespeople no longer see them; managers still do. A CRM admin can hand their contacts over: in Contacts, filter by Owner, select the contacts and choose Assign Owner.

Leave a workspace

1. Open Members → My workspaces.
2. Click Leave next to the workspace and confirm Leave … ? You'll lose access to this workspace and its services.

You are taken to your dashboard. To come back, someone has to invite you again.

The primary owner cannot leave — Leave is greyed out for them. They delete the workspace, or hand it over first.

Hand the workspace to someone else

The primary owner stays the primary owner until Monfri support hands the workspace to someone else. To hand it over:

1. Make sure the new person is a member of the workspace — invite them if they are not. They do not need to be an owner: support makes them one.
2. From the primary owner's e-mail address, write to [email protected] with the workspace's name and the e-mail address of the new primary owner.

From then on the new primary owner manages the owners. The previous one stays an owner: the new primary owner can change their role or remove them, or they can make themselves an admin or a member, or leave.

If the primary owner has left and cannot write, another owner writes to [email protected] and explains.

Someone left the company

1. Remove them from every workspace: Members → Manage → Remove from workspace.
2. If they were the primary owner, ask [email protected] to hand the workspace to someone else, as above.
3. Look at what was only theirs: the e-mail mailbox connected to CRM, scheduled reports, agents that run on a schedule. Connect or create them again for someone else.
4. If they had their own API keys or connections in a service, check them in that service's settings.

If something doesn't work

You can remove only members whose workspace role is below yours

An admin tried to remove another admin. Ask an owner, or ask the person to change their own role or to leave.

Only the primary owner can make someone an owner, or change or remove another owner.

You are an owner but not the primary one, or an admin. Ask the primary owner — Members shows Primary owner next to their role.

This is the primary owner of the workspace. Nobody can change their role or remove them.

Only Monfri support hands the workspace to someone else — see Hand the workspace to someone else above.

You are the primary owner of this workspace, so you cannot leave it.

The message the primary owner gets on Leave, or when they try to remove themselves. Delete the workspace if you no longer need it — Cancel, export everything, delete a workspace or your account — or ask support to hand it to another member first.

You are the primary owner of this workspace, so your role stays Owner.

The primary owner tried to make themselves an admin or a member. To stop being the primary owner, ask support to hand the workspace to someone else.

A removed person still sees the workspace

Their open pages in the Hub can show the old menu for up to two minutes. Every service refuses them at once.