A:
Users can't be deleted, as this would make it impossible to track which data was associated with that user. When a colleague leaves the organization, inactivate the user instead in Settings → Account → Users & roles. Open the user, set User status to Inactive and click Save at the bottom of the page. The user stays active until you click Save. All associated data remains intact, and the user is still available when searching, exporting and creating reports. To hide the user from dropdowns and filters, turn off Visible in dropdowns and filters when you inactivate them.
No one will be able to log into the inactive account. An inactive user does not take up a licence, so inactivating a colleague who has left frees their licence for a new employee. You can add the new user in their place without buying another licence. Inactivating a user does not change the number of licences you pay for. To change that, your Billing admin can remove licence seats in the Billing portal.
If you want to reassign the former colleague’s companies, activities, appointments, opportunities or orders, you can do this by:
- Going to Advanced Search.
- Selecting the information you want to reassign.
- Choosing the inactive user under Account manager (companies), Participants (appointments) or User (activities, opportunities and orders).
- Viewing the results.
- Selecting all entries.
- Click Update and choose which user you want to assign instead.
Repeat this for each type of information the colleague owned.