Remove a Participant or Leave a Workflow

Remove a Participant or Leave a Workflow

Sometimes, you may no longer need a specific user to participate in a workflow. Common situations that cause this are job changes, team re-organizations, or the user having no further action to take. If you are a workflow owner or account administrator, you can remove internal workflow users who are no longer required, were invited by error, or opt to leave a workflow when you have no role or action to take.
There are two exclusions to this functionality:

1. Users with assigned workflow roles such as approver, signature coordinator, etc. cannot be removed from a workflow until that role is reassigned, due to the critical nature of their participation.
2. You cannot remove external workflow participants such as counterparty invitees.

If you wish to remove a participant who occupies one or both of these roles, please reassign or transfer the role to another team member first.

Participant View

Workflow Owner / Company Administrator User view

1. Click the Dashboard tab, and then select the workflow you want to invite the user through.
2. In the Participants section, click Manage. A list of participants displays.
3. If you want to remove a participant, locate the participant you want to remove and click Remove. You can add participants again in the future if the needed.
4. If you want to remove yourself, click Leave Workflow.