How do I remove a user from a campaign?

Refer to the process video below for a better understanding.

https://www.loom.com/share/7a51c25f72554060a7307a5660d67975?sid=0dc92aea-ad66-4fea-8458-935b877795a9

Remove a user from a campaign by following these steps:

2. Click ‘Manage Users’ under the ‘General’ tab. The list of users will be displayed.

3. Select a user from the list by clicking their name or the ‘Pencil’ icon under the ‘Action’ column. The ‘Edit User’ window will open.

4. Select ‘Role Assignment.’ A new window will open.

5. Select ‘Remove User Access.’

6. Select the role to be removed for the user. Hover over your mouse to the role and click ‘Select,’ The ‘Lead Access’ and ‘Markets’ panel will open.

7. Select the market. Hover over your mouse to the market and click ‘Select.’

8. Uncheck the campaign(s) to remove user access. The ‘Removal’ and ‘Reassignment’ panel will open.

9. Select ‘Do not reassign the leads or tasks to anyone’ or ‘Reassign the leads and tasks to another team member.

10. Click the dropdown list on the ‘Leads and Tasks Reassigned To’ to select the user if you opted to ‘reassign the leads and tasks to another team member.’

11. Save the changes by clicking the ‘Update User’ button.

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