When a user departs from your team, it is crucial to take the necessary steps to ensure that their access to FUB is completely revoked. While it might seem easier to simply rename the user or change their email address and password, this approach does not provide the same level of security. By choosing to delete the user account entirely, you not only remove their access to the team's resources but also eliminate their ability to log into mobile applications associated with the account. Moreover, deleting the user account effectively invalidates any API keys that were linked to that user. Therefore, by deleting the user, you ensure that no unauthorized access can occur through these keys, which could potentially lead to data breaches or other security incidents.

Removing a User 

The owner and admins can remove users from their FUB account. 

1. Go to Admin > Teams

2. Scroll down to the Desired User > Under the Actions column click Delete 

3. Select an Agent to reassign the deleted agent's leads to > Yes, Delete Team Member

Note: This is a default message, even if the agent doesn't have any leads assigned to them you will still need to select an agent.

4. Lead reassignment will take place immediately and a tag of the deleted agent's name will be automatically applied to all reassigned leads. 

Note: FUB does not send the deleted user a notice of this action. Please communicate termination with the user. 

What happens to the deleted users...

Appointments

Appointments will remain on the lead profiles. However, the newly assigned agent is not added to the appointments automatically. We recommend that the newly assigned agent reviews the assigned leads to connect with the lead to confirm/reschedule appointments. 

Agent Action Plans 

With the Agent Action Plans Power-Up enabled, agent-created action plans will remain on the team account once the user is deleted. 

Deals

The agent will be removed from any deals they're part of, and the deals will remain on the contacts where an admin can see/edit them as needed. Reporting for the deleted agent's deals will be removed from the account as soon as the user is deleted.

Notes, Calls, Texts, and Emails 

Emails that were shared will remain shared after the agent is deleted. (Email attachments are not stored on FUB's servers, so any attachments can be accessed from the original email message but not through FUB.)

All notes, calls logs, and texts from the agent will also stay on the lead profiles.

Phone Number 

The user's FUB number will automatically be released. All calls and texts to this number for 30 days will route to the owner of the account. After 30 days the forwarding is discontinued and the number is deleted from the account. 

Scheduled Emails

Emails scheduled to be sent by the deleted user will not be sent. 

Shared Email & Text Templates 

Email templates and text templates that were created by the agent will be deleted when they are deleted. If they created templates that you want to keep, recreate the templates before removing the user.

Shared Smart Lists

As long as the Smart List is shared before deleting the agent, the smart lists will remain on the account.

Tasks

Manually created tasks are reassigned to the newly assigned agent. All tasks assigned by an action plan will be assigned to the newly assigned agent. 

FAQ