Edit, remove or reset someone, or hand over ownership

Edit a role, level or view#

1. Open Settings, then People
2. Choose Edit beside the person
3. Change the Role, Permission level or View

   Their email cannot be changed here.

4. Choose Save changes

Remove someone#

1. Choose the trash button beside the person
2. Read the confirmation

   For someone who has signed in: they lose access right away and their sign-in is deleted. Everything they created stays with your team. For someone who has not: their invitation is cancelled.

3. Choose Remove person

Reset two-step sign-in#

If someone lost their phone and has no recovery codes, choose Reset two-step beside their name and confirm. Their authenticator and recovery codes are removed, they set up a new one at their next sign-in, and IdeaLine emails them to say it happened.

Make someone the owner#

Only the owner can do this. Choose Make owner beside a person who has signed in, then confirm. They control the workspace, the billing contact and deletion. You become an Admin, and only they can reverse it.