In this guide, we will explain how you can remove users from your organisation in Engage. Please note that only admins have the authority to perform this action. If you are an agent user, you won't have the ability to delete users. Let's dive into the system and show you how it's done.
Step-by-Step Guide:
1. Log in to your Engage account and navigate to your dashboard.
2. Once on your dashboard, locate the Account Admin option. It can usually be found in the menu on the left-hand side of the screen.
3. Go to Users and select the user you want to remove.
4. Scroll down to the user's profile and locate the Organization section on the right-hand side.
5. Select the organisation from which you want to remove the user, and click on Remove from Agency.
6. Select a user for data transfer: You need to choose a user to transfer the user's projects, case studies, and contacts. This step ensures that the user's proposals are not deleted from their account.
Remember that only admins have the authority to perform this action. Ensure that you select a user to transfer the data to, so important information is not lost. If you encounter any issues or need further assistance, feel free to reach out to our support team.
Please jump into the video below to learn more:
If there are any issues or concerns, please contact your Engage Support at support@engagedigital.io.