Delete a User

Only the Account Owner and admins can delete a user.

Before deleting a user, please be aware of what happens when a user is removed.

If you're unsure about private information associated with a user, please contact our support team.

Transfer information

Before deleting a user, you might want to transfer information or responsibilities to another user in your account. The two main pieces of information you'll want to transfer are tasks and deals.

Tasks associated with a user will be deleted. You can transfer all open (upcoming and overdue) tasks from one user to another user following these steps.

If a user is deleted and this user was responsible for a deal, this will leave no one as responsible for those deals.

You can change which user in your account is responsible for a deal by editing the deal and choosing a new user from the pull down menu.

How to delete a user

Delete a user by opening the Settings and selecting the Users page.

Admin User

Click Delete User and confirm the deletion.

Delete User

Once a user is deleted, there isn't support to undo the deletion. This is why you're asked to confirm the deletion.

Not finding what you need? Contact our support team for additional help.

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