How do I delete a user?
Reference
Refer to the process video below for a better understanding.
https://www.loom.com/share/d016fb993c944f6290509bef6da0d5a7?sid=2ea3fce9-6bf3-4e6e-9faa-e5f0f6287832
Procedure
Delete a user from your REsimpli account by following these steps:
Log in to your REsimpli account.
Navigate to the ‘Settings’ icon in the bottom left corner.
3. Under the ‘General’ tab, click ‘Manage Users.’ The list of existing users will appear.
4. Select from the list of users to delete and click the ‘Pencil’ icon under the ‘Actions’ column.
5. Click the ‘Delete’ icon in the upper right section. A new window will pop up.
6. Select the appropriate action in the assignment of leads and tasks.
7. Click the dropdown list in the ‘Leads and Task Reassigned to’ field if you opted to ‘Reassign the leads and tasks to another team member.’
8. Click ‘Update Assignment.’
If you need clarification about this article, please email us at support@resimpli.com. You can also reach us through live chat or SMS support, open Monday through Friday from 9 a.m. to 5 p.m. EST