Deleting a User will revoke their access to Channeltivity and prevent them from logging into the system. Once you delete a User, you will no longer be able to assign them Leads and other records.
Here's how you delete a User:
- Log into Channeltivity as an Administrator.
- Go to the User's Profile by going to Admin > Users (or by going to Partner Management > Users & Contacts or Distributor Management > Users & Contacts) and click on the First or Last Name of the User to view their profile.
- From the User's Profile, click the "Actions" button in the top right > Delete.
- If the User is assigned to any records, the confirmation screen will allow you to re-assign them:
- If the User does not have any records assigned, the confirmation screen is much simpler:
Deleting Users in Bulk:
You can delete Users in bulk by going to Admin > Users and selecting the checkboxes next to the Users that you want to delete > Actions > Delete.
You can also delete Users and Contacts in bulk from the below Users & Contacts lister pages:
- Partner Management > Users & Contacts
- Distributor Management > Users & Contacts
Simply select the checkboxes next to the Users and Contacts you wish to delete > Actions > Delete.
FAQs:
Will deleting a Partner User/Contact in Channeltivity also delete the corresponding Contact record in HubSpot/Salesforce? No, it will not delete the linked record in HubSpot/Salesforce.
Can I delete a User that has entities assigned to them?
You'll need to reassign the entities to another User within the User's Organization before deleting the User.