When a sales rep in your team transitions into a different department or a different organization, there is obviously a need for you to remove him out of your system. In this case, we would recommend you to deactivate your user. But if there is a requirement to remove a user from Freshsales owing to GDPR compliance or other requirements, you can always opt to delete the user from Freshsales.
|Note: Only inactive users can be deleted. Hence, the recommended process is to first deactivate a user, before proceeding to delete him from Freshsales. It is recommended that admins transfer the records using bulk reassign if they are deleting a user.|
So, how can a user be deleted?
If you wish to delete an already Inactive user, please head to Admin Settings > Users > Inactive Users.
- On your Freshsales application, find the Admin Settings icon and click the same. This opens the Admin Settings page.
- Scroll down to the GENERAL SETTINGS row and click on the Users icon. You will be presented with a page that comprises of all the Users associated with the account.
- Choose the User you wish to remove from the account and click on the button.
Click the button to remove the user from Freshsales.
- Type the word DELETE to confirm removal of the user from Freshsales.
Clicking the Delete button removes the user from Freshsales. This action is irreversible.