Offboard an Internal User in OnRamp

Last updated: March 19, 2026

When someone leaves your team or transitions off a project, a little cleanup goes a long way — for security, for data hygiene, and for keeping your workspace tidy. Here's exactly what to do.

Step 1: Reassign Their Open Tasks

Before deactivating a user, it's worth handing off any tasks they still own so nothing gets left in limbo.

  1. Go to Views and open or create a Tasks view filtered to Assignee = [departing user] and Status ≠ Completed.

  2. Open each task from the list. Inside the task, update the Assignee field to the right teammate.

  3. Use the left and right arrows at the top of the task panel to cycle through results without going back to the list each time — this makes it quick to work through a longer queue.

  4. For any projects where they're listed as Project Owner, open the project, go to Settings, and update the owner field.

Step 2: Remove Them from Shared Views

Shared views are easy to miss, but worth a quick check.

  1. Go to Views → My Views and look for any views shared with the departing user.

  2. Open each one, click the Share icon, and remove their access.

Step 3: Deactivate the User Account

  1. Go to Settings → Users.

  2. Find the user and click their name to open their profile.

  3. Select Deactivate from the options.

Once deactivated, the user can no longer log in to OnRamp. Their historical activity — comments, task completions, and activity log entries — stays intact for audit and reference purposes.

Step 4: Remove Them from Active Projects (Optional)

Deactivated users may still appear as members on projects they were previously part of. If you'd like to tidy those up:

  1. Open any active project they were a member of.

  2. Click Members in the upper right.

  3. Find the user and select Remove from Project. If they still have open tasks assigned, you'll be prompted to reassign those first.

Tips

  • Deactivation doesn't delete anything. All historical activity tied to the user is preserved — you're just removing their ability to log in and keeping active workflows clean.

  • Start with Views. Running a task filter before deactivating gives you a full picture of what needs handing off in one place, rather than discovering stray tasks one project at a time.

  • Still seeing them in some dropdowns? Deactivated users may still appear in certain selection menus — they just won't be able to act on anything. You can safely ignore those appearances or reach out to Support if it becomes a recurring issue.