When a member of your team leaves it may be necessary to remove a user from your system. Removing someone is easy, you just need to decide what happens to any records that are assigned to them.
Removing a user
To remove a user from your system. Go to App Settings > Users > User Management.
Hover over to the user you'd like to remove. A red remove button will appear to the right of the record.
You'll then need to confirm that you'd like to remove the user.
Reassigning Owned Items
When you remove a user, by default you will be made the owner of all the items that the user you are removing currently owns.
Tip: If you'd like these items to be assigned to someone else, such as a new team member, you can do this before you remove the user by using the Bulk Update function within the system. Alternatively, you can modify the account to use the new team member's name and email address.
If you'd like assistance with adding or removing users, as always, you can reach out to us using the chat button inside the CRM.