Deleting a User from Your Account

To remove a user from your account, go to Admin and Team, and click the trash can next to the user you wish to delete.

Note: It's important to delete users vs 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.

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Reassigning leads

After you click the trash icon you will have the option to reassign the deleted agents leads and tasks to another agent.

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

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