The Users and Permissions page is where an Administrator can delete user accounts. From this page, you can view all existing user accounts, reset passwords and update user information.
Note: In the process of deleting a user, the system will prompt you to reassign the ClientPoint assigned to this user to an active user in the system. This is optional. There is no automatic undo once a user is deleted/removed from ClientPoint. A user can be re-added by following the steps on how to add a new user.
Delete a new user
- Go to Settings
- Click Users and Permissions
- Select a user and click Delete
- (If Applicable) If the user is assigned to ClientPoints, you will be asked to select a user to reassign the ClientPoints to. From the drop-down menu, select a user.
- Click OK to confirm.
- You're done.
Have any questions? Please contact support@clientpoint.net.