How to Delete a User from Your VanillaSoft Account

Managing your team effectively often involves making changes to your user . If you need to delete a user from your VanillaSoft account, you can do so easily from the Admin interface. Below are the steps to remove a user and ensure that their associated responsibilities are appropriately reassigned. Additionally, If you are looking to expand your team by adding a new user, follow the steps outlined in our How to Add a New User article.

Steps to Delete a User

1. Access User Management: From the admin homepage, select Users from the top menu.

2. Locate the User: Scroll through the list or use the search function to find the user you wish to delete.

3. Initiate Deletion: Click the X (delete symbol) located on the far left side of the user’s row.

4. Confirm Deletion: A confirmation pop-up will appear. Click Ok to proceed with the deletion.

5. Reassign Owned Contacts: If the user has any owned contacts, a dropdown menu labeled "Reassign All Owned Contacts to" will appear. Select another user from this dropdown to whom the contacts will be reassigned.
   • Note: If you leave the dropdown set to "Nobody", the contacts will become unowned and available to any user within the project or team.

6. Apply Changes: Click Apply to finalize the deletion and reassignment of contacts.

By following these steps, you can efficiently manage changes within your team by removing users who are no longer needed, while ensuring a smooth transition of their duties to other team members. This process helps maintain the integrity and continuity of your projects and team workflows in VanillaSoft.