Question
People often leave a company or move onto other projects. What happens to the data that a user has contributed to your Fieldwire account if they are subsequently removed from the project or account?
Note: If you are looking for how to remove a user from an account or project, respectively, please refer to these articles:
- How do I invite or remove a user to my Account or Projects?
- How do I invite or remove users from my project(s) and will I be charged for them?
Answer
Removing users
Removing users from any of your Fieldwire projects or accounts will not delete any information the user has contributed to Fieldwire. You can remove users whenever you need to, and their "historical" data will remain in your Fieldwire account.
What should I do with Tasks assigned to removed users?
If any tasks are assigned to that user, then their name will appear as the 'Assignee' - even after the user is removed. Go to Tasks > All Tasks and use the 'Filter tasks' button in the upper right section of the page to view all tasks currently assigned to the user(s) you removed:
Then, with your filter in place, click 'Actions > Select all':
Finally, click 'Actions > Batch edit' and update the 'Assignee' field for all your selected tasks:
Note: The user who was removed will still be displayed in the 'Filter tasks' options, but they will NOT show up when choosing an assignee for new or current tasks.
Note: Archiving a project won’t remove users from the project itself. This means that if users currently present on an archived project do not have a license of their own (and if they are not removed from the account ‘People’ tab), then the account owner is charged. Fieldwire will indicate which projects are archived in the contingent ‘Project(s)’ menu under the account ‘People’ tab.
Additional information
- Introduction to Account Permission Levels: Managers, Account Users, and Project Users
- How do I change the Account Owner and/or Manager(s)?
- Fieldwire Pricing and Overages