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Change Board Member to Guest

MegK3

I invited a client to a board and then added the client as a member. However, I now realize I want that individual as a guest only. How can a change a board member to a guest without having to resend the invitation?

To clarify, I have a team called Client where I want all my clients as guests so I can invite them to the appropriate board. I added one as a team member, which I want to change to guest. How can I keep that person on the board, but change him from a team member to a guest in the client team?

Accepted answers

MegK3

I figured it out. If you go to the team>members and select remove member, it will automatically make that person a guest, and it keeps the person on the board to which he/she was invited.

All comments

MegK3

I figured it out. If you go to the team>members and select remove member, it will automatically make that person a guest, and it keeps the person on the board to which he/she was invited.

mzopes

Not true. I added my personal email to the team and then removed them. Gone from team and not added to guests. We are using the business plan edition if that makes any difference.

Chris Minnes

I experienced the same thing. The user was completely deleted. Anyone else figure this out?

Femke Koenders

I don't seem to be able to change it at all......frustrating. We use premium and I have 7 members on the board. Costs way too much so I want to change some to guests because they should not be members. I can't figure it out.

Spencer Gordon

I want to understand the same thing. How to move a Member of a board to Guest status.

It appears the member has to be completely removed then reinvited as a guest.

Can anyone confirm this or is there another solution?

Bret O_Connor

<bump> this was not solved as was indicated above. Anyone have an answer here?

Kari Allen

I also have this question - anyone figure it out?

David Topping_vm55xl

I just tested the accepted solution and it worked for me, as long as the member I removed belonged to a board. It's important that they only belong to one board in the workspace, or they might become a "multi-board guest" which is billed the same as a member.

andrepola

Worked for me too. You need to uncheck the "remove from boards" option.

John D__l9ep3z

Great

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