The Users and Permissions page in ClientPoint is a central hub for managing user accounts. Administrators can delete user accounts, reset passwords, and update user information. Deleting a user involves some important considerations, such as reassigning associated ClientPoints to active users and understanding that the deletion is irreversible. However, deleted users can be re-added by following the process for adding a new user.
Key Considerations Before Deleting a User
-
Reassignment of ClientPoints:
If the user being deleted has active ClientPoints, the system will prompt you to optionally reassign them to another user. -
Irreversible Deletion:
Once a user is deleted, it cannot be undone automatically. -
Re-Adding a User:
A deleted user can be re-added by following the steps to add a new user if necessary.
Steps to Delete a User in ClientPoint
-
Access the Settings Page
- Navigate to the Settings section of your ClientPoint dashboard.
-
Go to Users and Permissions
- Click on Users and Permissions to view all existing user accounts.
-
Select the User to Delete
- Find the user you wish to delete and click the Delete option.
-
Reassign ClientPoints (If Applicable)
- If the user has ClientPoints assigned, the system will prompt you to select another active user for reassignment.
- Use the dropdown menu to choose the appropriate user.
-
Confirm Deletion
- Click OK to confirm the deletion.
-
Completion
- The user will now be deleted from the system.
Conclusion
The ability to delete users from the Users and Permissions page ensures efficient user account management. It is essential to review ClientPoint assignments before deletion to maintain seamless workflows. Should you need to reinstate a user, simply re-add them following the new user setup process.
For further assistance, reach out to support@clientpoint.net.