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.
Downgrade a member to a more limited role
If the new role removes the member's right to approve or their ability to sign, the Downgrade this member window opens: you must designate a substitute in the Substitute by a member field.
The substitute recovers what was attached to the member:
access to their contracts, through the folders they had access to
ownership of the folders and contract types that were theirs
their approval roles, unless they remain an Admin or a Manager
the signatures assigned to them, on contracts as well as on templates, as soon as they lose the ability to sign
The window summarises these transfers according to the previous and the new role.
Not every role change requires a substitute. Moving from Admin to Manager does not: the Manager keeps the right to approve and to sign.
The substitute is mandatory: without one, the downgrade is not saved.
Correct a member's first or last name
An Admin cannot change a member's first or last name. For a member already in the organization, the Members tab only allows changing their Role and their Groups.
The correction is made by the member themselves, from their own account:
At the bottom left of the main menu, click My account
Choose Account settings
In Account, correct the First name and Last name fields
Click Save my information
A member's email address cannot be changed in Tomorro, neither by the member nor by an Admin: the field is greyed out in Account, and the Members tab only allows entering an address when inviting a new person. To correct an address, contact us from the chat: we make the change for you.
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 contracts 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
In Substitute by a member, select the substitute
Click Delete this member
⚠️ 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
contracts
Action history remains available in contract activities
Past actions of the removed member are preserved for audit and traceability purposes