Removing users or administrators Follow

Any account owner or administrator can remove users from your Outpost account. When you remove a user or administrator, only the user account itself is deleted. All conversation replies and notes created by that user will remain in place.

Note: User names can only be used once per account. If a user is deleted, then later re-added, that user must select a new unique username.

 

 

  1. At the upper right hand corner of your window, click the Settings icon:
    View_Settings.png
  2. In the sidebar of the Settings page, click Users:
    Image_2019-01-17_at_10.22.17_AM.png
  3. Click on the user who needs to be removed:
    rsz_removing-user.png
  4. On the user's settings page, click on the trash can icon in the upper right corner:
    click_to_remove_user.png
  5. A confirmation screen will appear. Click Delete User to complete the deletion:
    Delete_user_overlay.png

 

Creating a smooth transition for your customers

When you remove a user or Administrator from your account, all conversations that were assigned to this person will be automatically unassigned. 

To ensure a smooth transition for your customers, before you remove a user, you may want to filter your Inbox so you can see all the conversations that are currently assigned to them. That way, you can re-assign the conversations to other users.

 

To locate the assigned conversations:

  1. In the Mailbox menu, select All mailboxes.
  2. In the Assigned To menu, select the user you're planning to delete.
  3. Make sure the Tag menu is set to All tags:

user_gif.gif

With these settings, you'll see all the active conversations that are currently assigned to this user in the Inbox.

 

More on adding and managing users:

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