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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. 1.
    Log in to your NeoDove account (https://connect.neodove.com/)
  2. 2.
    Go to the Manage Users section, from the Menu Bar present on the top-right-hand area of your screen.
  1. 3.
    By default, a list of all the Users is visible.
  2. 4.
    In this list, under the heading "Action", you will find a Menu Icon (3 vertical dots) against every User’s Name.
  3. 5.
    Select this Menu Icon present against the User you want to Delete.
  4. 6.
    A drop-down "Menu Bar" will appear.
  5. 7.
    Click on the "Delete" option in the "Menu Bar".
  1. 8.
    Select Yes, I'm sure 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. 9.
    Now click on the "Update" button to get it updated.