How to Delete Users?

The NeoDove admin has the authority to permanently remove a user from the organization's NeoDove account.

This action results in the user's complete deletion from the system, including all associated data and access rights.

It's a significant administrative action that should be carried out with caution, typically done when a User's presence within the organization is no longer required.

Steps:


  1. Log in to your NeoDove account (https://connect.neodove.com/)

  2. Go to the Manage Users Section, present on the bottom-right-hand section of your screen.

  1. By default, a list of all the Users is visible.

  2. In this list, under the heading "Action", you will find a Menu Icon (3 vertical dots) against every User’s Name.

  3. Select this Menu Icon present against the User you want to Delete.

  4. A drop-down "Menu Bar" will appear.

  5. Click on the "Delete" option in the "Menu Bar".

  1. Select on "Yes" button to confirm.

Note: If this User has some Pending Leads or Campaigns left, then we will further receive a Menu Bar called Reassign Leads.

  • As we are deleting this User’s account, we need to Reassign his/her leads to some Other User.

  • From the User’s option, select the User who should receive the Pending Campaigns and Leads.

  1. Now click on the "Update" button to get it updated.

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