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.

Prerequisites

• You have the required permissions (see above)

Instructions

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

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

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

Caution

If the position currently owns any documents, you must pick a target position before the removal will go through — Klarify will not let you leave documents without an owner. If the position owns nothing, choosing a target is optional.

Step 2: Select data to transfer

Each transfer option is independent — you can transfer ownership, performer assignments, both, or neither (subject to the rule above):

• Processes, subprocesses, and tasks owned — Transfers ownership of every document where this position is the owner. The new owner is recorded as a normal change, so it appears in version history.
• Tasks performed — Reassigns performer responsibilities on every task that listed this position as a performer to the target position.

If you leave Tasks performed unchecked, the position is simply removed from those tasks’ performer lists. No new performer is added in its place, and there is no notification to the documents’ owners or collaborators.

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)

Troubleshooting

Issue	Solution
Cannot find target position	Use the search field to filter positions by title. Only existing positions can receive transferred data.
Transfer options not showing	Transfer options only appear if the position owns processes, tasks, or has performer assignments.
Removal is blocked or rejected	The position owns one or more documents and no target position was selected. Pick a target position to transfer ownership to, then remove again.

Related documentation

• Owners and performers
• Assign task performers