Removing Users

Removing a user from your account will prevent the user from seeing your account when they log in. If the user has access to other accounts in CTM, they will still be able to access those accounts unless they are also removed from those accounts.

Note: Once you remove a user, you cannot filter for that user in the Call Log or a report. We recommend changing the user's password through their user profile, which removes their access to CTM while keeping the user active so that you can choose them in a filter. You can also export their activities before removing the user.

Removing a User

  1. Navigate to Settings → Manage Users and locate the user name you wish to remove.
  2. Click the trash can icon on the far right side of the page.
  3. On the confirmation screen, click Remove user.

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Removing a User From One Sub-account

If you want to remove a user from one of several sub-accounts in your agency you can remove them one at a time from individual accounts following the instructions above. However, editing the user's profile is a much more efficient method.

Note: Agency Administrators cannot be removed from individual sub-accounts. 

  1. Navigate to Settings → Manage Users and click edit next to the user's name.
  2. Click or scroll to the Assign Roles section of the page.
  3. The "accounts where the user will have this role" field lists all sub-accounts in your agency that this user can access. Click the x next to each sub-account from which you want to remove them.
  4. Save Changes.

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Removing Agency Administrators from All Accounts

An Agency Administrator can be removed by following the steps below:

  1. Go to Settings –> Manage  Users. The user list will be displayed.
  2. Select the Blue All Accounts button in the upper right corner of the user list.
  3. Locate the user you wish to remove and click on the red trash can icon on the right side of the user record. Follow the prompts to remove the user from all accounts.
  4. If you want to add a different user role to this same user, once you remove them as an Agency Administrator, you can find them under all accounts to edit their profile and add a new User Role. You will need to select which account IDs to add them to as well.

Depending on the number of accounts, this could take a few moments to process, so it may take some time for you to see the user removed.

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