Common Components Help

AEF Help

Removing a Workspace Member

The workspace owner and Workspace Leads can remove persons added individually and roles from a workspace. Removing a member prevents the member from accessing the workspace and any of its components. You cannot remove yourself, the current workspace owner, any member who belongs to or owns a route that is in process, or any member who owns a route template available to the workspace. For instructions on removing a person from a route, see the MatrixOne Common Components User Guide.

The only way to remove a Buyer Desk person is to remove the person from the Buyer Desk through Sourcing Central or to remove the association between the workspace and Buyer Desk, which removes all Buyer Desk Persons. For instructions on removing the workspace association with a Buyer Desk, see Editing Workspace Details. For instructions on removing a person from the Buyer Desk, see the Sourcing Central User Guide.

Note these implications of removing a workspace member:

• If the person is a member of a route that has not been started, the task for the person is removed from the route. To prevent the task from being removed, reassign the task to another route member before removing the person from the workspace.
• If the person owns a route that has not been started, the workspace owner and Workspace Leads can still view the route but cannot change it or start it. They can save the route as a template though and create a new route based on the template. Since the route owner can no longer access the workspace, the route can never be started.
• If the person is the owner of a completed route, the other route members, workspace owner, and Workspace Leads can continue to view the route but the owner can no longer view it.
• If the person owns a folder, the workspace owner and Workspace Leads can still edit and manage the folder/ content.
• If the person owns a document, anyone with the appropriate access to the document can still work with it. For example, anyone with Write access can lock it for edit and anyone with remove access can remove it. Since only the document owner can edit its details and accesses, no one can make these changes for that version of the document. Anyone with Write access to the document can check in a new version, which makes that person the version owner, and then edit details and accesses as needed.

To remove a workspace member

1. Click My Desk > Team > Workspaces.
2. From the Workspaces page, click the Name of the workspace you want to work with.
3. From the category list for the workspace, click Access.
4. From the Access page, check the member you want to remove.

You cannot remove Buyer Desk Persons, members who belong to a route, or the workspace owner.

5. Click Remove Selected from the page Actions menu.
6. At the confirmation message, click OK.

The page updates and removes the selected members.