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How to Delete a User

October 9, 2019 by warrens

Deleting a User Step by Step

Back to Prophet CRM Admin Beginner’s Guide

There are two key things to note before deleting a user:

#1: If you do not reassign the records assigned to the user prior to deleting them then all the records will not be visible to other users and have to be reassigned one by one by the admin. In short, they will no longer be kept in an organized list.

#2: Deleting a user does not cancel the license and you will continue to be billed for the said license until the contract expires or you contact Prophet CRM directly.

Step One: Navigate to the User Management menu

Step Two: 
Select the Delete button next to the user who you want to delete from the system

Step Three: 
Click the Yes button to confirm you want to delete the user

Category iconAdmin Beginner Guide,  CRM Training

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