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How to Archive or Leave a Workspace

Updated over 3 weeks ago

1. How to Archive a Workspace

  1. Open your Workspace Dashboard.

  2. Go to Settings.

  3. Scroll to the bottom of the page.

  4. In the Danger Zone, click Archive Workspace.

  5. Confirm the action.

  • Only the Workspace Owner can archive a workspace.

  • Other workspace members will also lose access to the archived workspace.

  • For your funds safety, if your workspace holds more than $100, you will not be able to archive it.

  • Your user will also be deactivated in this workspace.


2. How to Leave a Workspace (For Members)

If you are a member (not the owner) and want to leave a workspace:

  1. Open your Workspace Dashboard.

  2. Go to Settings.

  3. Scroll to the bottom of the page.

  4. In the Danger Zone, click Leave Workspace.

  5. Confirm the action.

3. How to archive an account in a workspace

You can archive a specific account within your workspace:

  1. Open your Accounts dashboard.

  2. Select the account you want to archive.

  3. Click Account Settings (gear icon) in the top right.

  4. At the bottom of the Account Settings panel, click Archive.

  5. Confirm the action.


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For any other questions related to data deletion, please contact our support team via in-app chat.

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