Archive a workspace to put it on hold and restore it whenever you need, or delete it to remove it for good.
1. How to Delete a Workspace
Open your Workspace Dashboard.
Go to Settings and open Workspace Details.
In the Danger Zone, click Delete Workspace.
Confirm the action.
Only a Workspace Owner can delete a workspace.
Another owner has to approve the deletion. If you're the only owner, a 2-day security delay applies instead. After that the workspace is archived and permanently deleted 30 days later. Until then, an owner can cancel the deletion or restore the workspace.
You can't delete a workspace that holds $100 or more in assets or has an active subscription.
2. How to Archive a Workspace
Open your Workspace Dashboard.
Go to Settings and open Workspace Details.
In the Danger Zone, click Archive Workspace.
Confirm the action.
Only the Workspace Owner can archive a workspace.
Other workspace members will also lose access to the archived workspace.
For the safety of your assets, if your workspace holds $100 or more, you will not be able to archive it.
Your user will also be deactivated in this workspace.
3. How to Leave a Workspace (For Members)
If you are a member (not the owner) and want to leave a workspace:
Open your Workspace Dashboard.
Go to Settings and open Workspace Details.
In the Danger Zone, click Leave Workspace.
Confirm the action.
4. How to archive an account in a workspace
You can archive a specific account within your workspace:
Open your Accounts dashboard.
Select the account you want to archive.
Click Account Settings (gear icon) in the top right.
At the bottom of the Account Settings panel, click Archive.
Confirm the action.
For any other questions related to data deletion, please contact our support team via in-app chat.
📅 Questions about how this works for your team? Book a call with our product team