How to Remove a User from Your REsimpli Account
Step 1: Open the Manage Users Page
Go to Settings in the lower-left corner, then select Manage Users under General.
Step 2: Select the User
Click on the user you want to remove from the account.
Step 3: Delete the User
Click the Delete button in the upper-right corner.
Step 4: Choose Assignment Preferences
Select one of the following options:
Do Not Reassign – Removes the user without reassigning their leads or tasks.
Reassign Leads and Tasks – Select another user to transfer the leads and tasks to.
Step 5: Confirm the Deletion
Click Update Assignment to complete the user removal process.
Step 6: Contact Support if Needed
Use the Help Desk icon for live chat, email, SMS support, onboarding, or support calls.