- Click on the Admin icon on the left navigation menu and select User Management.
Image 1: Accessing user management options as an admin user. - Find the user you want to deactivate.
- Click on the More Options icon (three dots) against the user profile and select Deactivate.
Image 2: Deactivating a user. -
Reassign another user to take over their role within these automations.
- Click Replace to confirm the reassignment.
Note: You need administrator access to complete the steps outlined in this article.
As an administrator, you can deactivate or delete a user via the User Management page.
Handling automations
If the user is associated with an automation, a prompt will display the names of the automations they are currently linked to.
This ensures a smooth transition and prevents disruptions to automation workflows.
Deleting a user
Once all automations have been reassigned (if applicable), you can proceed to delete the user. To do this, click on the More Options icon (three dots) against the user profile and select Delete.
Image 3: Deleting a user permanently.
Note: You can reactivate a deactivated user, but you cannot reactivate a deleted user.