Overview
When someone leaves your team, you can remove their user account from REsimpli.
Before they are removed, you can hand their work over to someone else, so their tasks, leads, and automations are not left without an owner.
Steps
Step 1: Open your users
Click Settings in the lower-left corner of your screen.
Click Manage Users and Roles.
You will see all the active users on your account.
Step 2: Start the deletion
Find the user you want to remove and click the trash icon next to them.
A prompt will appear.
Step 3: Hand over their work
You can pass on everything currently assigned to this person, including their:
Tasks
Leads
Automations
To do this:
Turn on the reassignment option.
Select the person who should take over.
Click Confirm Reassignment.
Step 4: Delete the user
Confirm the deletion.
The user will no longer appear in your active users list.
Step 5: Check the deleted list
Go to Deleted to see the users you have removed.
Important Notes
Reassigning happens during deletion, so decide who is taking over before you start.
You can hand over tasks, leads, and automations together in one step.
Deleted users are not gone from view. They appear in the Deleted list.
Deleting a user frees up their place, so you can add someone else in their seat.
Troubleshooting
You cannot find a user you deleted
Look in the Deleted list rather than your active users.
Nobody has picked up their work
You may have skipped the reassignment step. Turn on the reassignment option and choose an assignee before confirming the deletion.
You want to hand their work to more than one person
Reassignment during deletion moves everything to a single person. Move the individual items yourself first, then delete the user.
Summary
You deleted a sub-user. You opened Settings and Manage Users and Roles, clicked the trash icon next to the user, and chose whether to reassign their tasks, leads, and automations to someone else. After confirming, the user moved out of your active users and into the Deleted list.