When a team member leaves your organisation you can transfer all their future tasks and companies assigned to them to a New User / Team Member. 

This immediately deactivates the old Team Members login to Exsalerate.

To do this click the top right menu icon then 'Manage Users'

On the left side of your page click on the name of the staff member you want to delete. 

  1. Click Archive

  2. Select the name of the person in your team you want to transfer all future 'To-do's' and leads/customers to. 

As soon as you're done the old team member will no longer be able to access Exsalerate. 


Let us know if you need anymore help!

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