Deleting a User from Your Account

Written by Erik Wantland

Last published at: December 9th, 2020

Removing a User from Your Account

1. Go to Admin > Team, and click edit next to the user you wish to delete.


2. Click "Delete user and reassign contacts"


Note: It's important to delete users versus just renaming or changing their email/password when they leave your team because deleting them also cuts off access to the mobile apps and their API key.

 Reassigning Leads

Upon removing a user, Follow Up boss will ask you to reassign the agent's leads and tasks to another user.


The leads that are reassigned will be auto-tagged with the name of the deleted agent so you can easily identify them.