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:
   
2. In the sidebar of the Settings page, click Users:
   
3. Click on the user who needs to be removed:
   
4. On the user's settings page, click on the trash can icon in the upper right corner:
   
5. A confirmation screen will appear. Click Delete User to complete the deletion:
   

 

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:

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:

• Adding users or administrators
• Re-sending a pending invitation
• Cancelling a pending invitation