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Delete a workspace

Deleting a workspace removes tenant access for every member and is irreversible. The path is Settings → Workspace → Delete Workspace (/workspace?tab=delete). The UI surfaces a Danger Zone section with explicit warnings—treat it like production database destruction. Use only when decommissioning a client, closing a sandbox, or canceling service entirely. Export contacts, files, invoices, and audit artifacts before confirming. Cancel or settle subscription billing so finance does not chase invoices for a deleted tenant. Run Export JSON from Security and compliance if auditors require machine-readable history. Communicate the deletion date to client stakeholders so they do not attempt logins afterward.

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Who can do this​

Owner only.

Before you begin​

  • Full data export (contacts, deals, attachments, reports)
  • Invoices downloaded from Invoices
  • Subscription canceled or settled
  • Written client confirmation archived

What you'll accomplish​

  • Workspace removed from switcher
  • Members cannot authenticate into the old tenant URL

Step-by-step procedure​

  1. Export all required CRM and billing data.
  2. Download invoices from Settings → Billing → Invoices.
  3. Run Export JSON on Security Dashboard if compliance requires it.
  4. Open Settings → Workspace → Delete Workspace.
  5. Read the Danger Zone warnings carefully—there is no self-service restore.
  6. Complete any confirmation challenge (typing Workspace Name or equivalent).
  7. Confirm permanent deletion.
  8. Verify the workspace no longer appears in the workspace selector.
  9. Ask a former member to sign in—they should not reach the deleted tenant.
  10. Retain offline copies of exports for compliance retention periods.

Verify your work​

  • UI labels match product
  • Primary action completes without error
  • Data persists after refresh

Tips​

danger

This cannot be undone. There is no self-service restore.

Troubleshooting​

| Delete Workspace link missing | Sign in as Owner | | Confirmation rejected | Re-type exact Workspace Name |

See also​

Field reference (product UI)​

Use exact labels when training users or recording videos—they match the live workspace.

AreaWhere to find it
Settings hub/settings — card groups match this Help sidebar
Profile tabs/user-profile-settings/profile — Personal, Business, Billing, Timezone, Currency
Workspace admin/workspace — Settings, Modules, Resources, Delete
Team/workspace/users — Members through Roles & Permissions

Admin checklist​

  1. Complete organization profile and billing before inviting the team.
  2. Enable only modules you licensed under Workspace modules.
  3. Connect integrations before messaging or automation go-live.
  4. Populate Knowledge Hub before AI Employees or voice.
  5. Verify Notification preferences personally after changing templates.

Verify your work (extended)​

  • Settings save without error toast
  • A non-admin test user sees expected sidebar (no billing cards if Member)
  • Related module (Contacts, Inbox, Campaigns) reflects the configuration change
  • Refresh browser after role or module changes

Troubleshooting (extended)​

SymptomLikely causeFix
Settings card missingRole or module gateCheck Roles and Modules
Save does nothingValidation error on required fieldScroll for red highlights; complete * fields
Team sees old behaviorCached sessionHard refresh; user re-login
Integration broken after changeOrder of setupReconnect integration; check Communications settings