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Remove or restore organisation access

Remove someone from your organisation, check offboarding through directory sync and restore access later. Removing access, revoking an invitation and reducing paid seats are separate actions.

Applies to: Web

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Remove someone's access to your organisation, check it through directory sync if you use it, and restore access later if you need to. Removing access, revoking a pending invitation and reducing paid seats are separate actions.

Before you start

Owners and identity admins can remove and restore people from Members. Only someone who can give administrative roles, usually an owner, can remove or restore an administrator. Other roles don't see these menu items.

Check the person and the organisation name before you start. If you're an owner and want to leave, make someone else an owner first.

If your team uses directory sync, agree the change with your identity administrator, so the person isn't added back by your identity provider.

Remove someone in Matilda

Removing someone blocks their access to the organisation straight away. It doesn't cancel your plan or delete billing records.

  1. Open Organisation settings from the account menu, then Members.
  2. Find the person under People, open their menu and choose Remove from organisation.
  3. Read the confirmation. They lose access straight away and their seat is freed for someone else. You still pay for that seat until you reduce seats in Billing.
  4. Select Remove. The person shows Removed in the list.
  5. Check they can no longer chat as the organisation.

To reduce the number of seats you pay for, see Choose and manage your plan. Revoking a pending invitation doesn't remove someone who has already joined, and a later invitation or directory sign-in doesn't undo a removal made in Matilda.

If you're an owner, you can leave an organisation yourself: open your own menu and choose Leave organisation. Another owner needs to stay, and to restore you if you come back. Other roles can ask an owner to remove them. Removing or leaving cancels invitations the person sent that haven't been accepted.

Offboard through Microsoft Entra

If directory sync is working:

  1. Disable the person, or remove their assignment to the Matilda app, in Microsoft Entra.
  2. Check the provisioning log in Microsoft for that user. A change still waiting for the next sync hasn't reached Matilda.
  3. In Matilda, open Directory sync and find the person under People. Their status shows Removed in directory once the change arrives.
  4. Open Members and check their access is blocked.
  5. Check seats separately. Reducing paid seats is its own billing change.

If access must end before the next sync, remove them in Matilda as well. Turning off single sign-on or revoking a directory sync token doesn't remove anyone's existing membership.

Restore access deliberately

  1. On Members, find the person marked Removed.
  2. Open their menu and choose Restore access.
  3. Select Restore in the confirmation. They get their previous roles back.
  4. Give them a seat from their menu if they need one. Restoring doesn't give a seat.

Don't send a new invitation instead. For people managed by directory sync, restore their assignment in your identity provider and check the result in Microsoft first. Someone removed in Matilda still needs Restore access from an administrator; their directory status shows Access removed until then.

Check the result and recover failures

If a removal or restore was sent but no answer came back, the page shows We couldn’t confirm your last change. Check the list, then select Try again to resend the same change, or Discard to drop it from this browser. Trying again won't apply it twice.

If Try again then shows Members changed since you opened this. Check the list, then try again., selecting it again resends the same change and gets the same message. Check the list instead, because your first attempt may have gone through, then select Discard. If the person's access still isn't what you want, start the removal or restore again from their menu.

Keep at least one active owner. When you contact support, give the person's name, the time with its time zone and the message shown, and keep sign-in details out of the message.

Billing history stays available after someone is removed. Removing someone doesn't refund or reverse usage they've already had.

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