Remove positions

This guide shows you how to remove positions from your organization. When removing a position, you can transfer ownership of processes and tasks to another position.

Required permissions

Account Owners, Super Admins, and Org Admins can remove positions.

Caution

Removing a position is permanent. Make sure to transfer any important data before removal.

Navigate to the People page in the left sidebar and select the Positions tab. Click the overflow menu (···) next to the position you want to remove and select Remove.

Step 1: Select a target position (optional)

The modal shows the source position that owns the data. To transfer data to another position:

1. Search for a position in the Target Position field.
2. Select the position that will receive the transferred data.

If you don’t select a target position, the data will not be transferred and ownership will be removed.

Step 2: Select data to transfer

Choose which data to transfer to the target position:

• Processes, subprocesses, and tasks owned — Transfers ownership of all items where this position is the owner.
• Tasks performed — Reassigns performer responsibilities to the target position.

Note

When you select transfer options, you’ll see a summary of what will happen:

• “[Target position] will be assigned as new owner of X items.”
• “[Target position] will be assigned as performer of X tasks.”

Step 3: Remove the position

1. Click Remove position and transfer selected data.

The position is removed and any selected data is transferred to the target position.

Notifications

When a position is removed, notifications are sent to:

• The assigned employee — If the position was filled and the employee is a member
• Org Managers, Super Admins, and Account Owners — Notified of the removal and any data transfers

Notifications include:

• The position that was removed
• Who removed it
• Where data was transferred (if applicable)

Next steps

• Create positions
• Update positions