Deleting Users

Contents

If you have a multi-user Team or Office account with multiple Users then you can delete Users at any time.

When you delete a User:

  • Any leads will assigned to the User will be re-assigned to a different User that you choose
  • Your next monthly billing will be adjusted to reflect then-current number of Users
  • The User will be removed from any round robin methods etc
  • The User record will be permanently deleted

Delete Options

Menu My Account > Users 
In the list of Users, click the Delete (trash can icon) next to the User on the right side.
You will then see the Confirm Delete panel, as shown below.

The User is not deleted until the button to "Delete User" is clicked on this panel.

When you click the "Delete User" button, the actions you have selected will be processed and the User will be deleted.

No notification emails or alerts will be sent.

Updated on August 10, 2022

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