Sometimes you may have to delete users from your LeadSimple account. Maybe they leave the company or they move to a different department and no longer need access. Either way, here's how you can delete a user in LeadSimple.
Managing user access and reassigning their data is crucial for maintaining data integrity and ensuring workflow continuity in LeadSimple. Following these steps will guide you through the process effectively.
Step 1: Navigate to Users Page
Log in to LeadSimple and click "Settings" in the sidebar. Under that, click the "Users" link. This will open the users page.
Click on the user you want to delete. This opens up their user settings.
Click the more actions icon in the top right. In some instances, the system may prompt for additional details before allowing the user deletion.
4. Confirm your decision by typing DELETE and then clicking the delete button in the dialog that appears.
When deleting a user, you must reassign their active leads and processes to a new owner. Select the appropriate user from the provided dropdown list before finalizing the deletion.
And you're done!
Remember to review the new user's permissions and workload after reassignment to ensure a smooth transition.