Only Administrators can manage organization members: change their role or remove them from the Tomorro account.
Access member management
Click on your company name at the top left of the main menu
Open Workspace Settings
Go to the Members tab
You will see the list of all organization members along with their current role.
Change a member’s role
Changing a role allows you to adjust a user’s permissions without removing them from the account.
From the Members tab, select the relevant member
Click on their current role
Choose the new role to assign
Save the change
The role update is applied immediately across the entire platform.
Delete a member
Removing a member results in their permanent removal from the organization.
From the Members tab, select the relevant member
Click Delete member
Choose a substitute member
Before confirming the removal, you must mandatory designate a substitute member.
This substitute ensures continuity for the data and projects managed by the removed member.
The substitute must have a role at least equivalent to that of the removed member
Example:
If you remove a Manager, you must replace them with a Manager or an Administrator (a User is not sufficient).
Confirm the removal
Select the substitute member
Confirm the removal
⚠️ Any removal is final.
Understand the impact of the removal
When a member is removed:
Ownership of their items is transferred to the substitute:
templates
folders and subfolders
projects
Action history remains available in project activities
Past actions of the removed member are preserved for audit and traceability purposes