However, to delete a user, you must first suspend them.
Follow these steps to delete a user after suspending them:
- Log in to the CRM.
- Click the User Menu on the top right corner of the CRM screen.
- Click Settings. The settings page opens.
- Look for the User Management section.
- Select Users. The Users page opens.
- Click the Inactive Users tab.
- Hover over the user that you want to delete.
- Click the More icon.
- Select the Delete user permanently option.
- Click Yes to confirm.
- Enter or select the following information to handle the reportees and assigned records for the deleted user:
- Transfer Reportees: If the deleted user has reportees, transfer their supervision to another user.
- Select a user from the Transfer Reports To dropdown.
- The Reports To field in the reportees' records will update to reflect the new supervisor.
- Transfer Assigned Records: When deleting a user, you must transfer the records that are assigned to them.
- Enable the Transfer all records checkbox to transfer all the user’s records.
- Use the Select Modules field to specify which modules’ records you want to transfer.
- Select a user from the Transfer records to this user dropdown to transfer records to them.
- Enable the Transfer closed records checkbox to include closed records in the transfer.
- Click Save.
Note: Comments, emails, and change logs are not transferred. A change log is an entry of an update made by a user to any record.