Removing users or administrators Follow

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

 

  1. In the bottom of the left sidebar, click the Settings icon:
    outpost-settings-menu.png
  2. On the Settings page, click Users:
    outpost-users-sidebar.png
  3. Scroll through the list of users in the sidebar to locate the user who needs to be removed:
    outpost-locating-user-v2.png
  4. Click on the user'a preview card to open the account. Click on the trash can icon in the upper right corner:
    outpost-delete-user-v2.png
  5. On the confirmation overlay that appears, click Delete User:
    remove-user3.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 create a view of all the conversations that are currently assigned to them, so that you can re-assign the conversations to other users.

To create this view, in Assigned To menu, select All Mailboxes. Then search for the user to be deleted, as shown below:

outpost-removing-user-premove.gif

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

 

More on adding and managing users:

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.