Remove (Delete) a user in Infusionsoft

Tags: User

You aren't able to completely delete a user but you can deactivate a user. Deactivating a user removes their access.

Table of Contents:

Pro Tip! Reach out to Support to Unlink the Deactivated Users Infusionsoft ID so that you can replace it with a new user.

Deactivate a user

  1.  Navigate to Admin > Users.

  2. Click Users Name in Blue > Scroll Down.

  3. Click Deactivate.


User License

Deactivating a user makes a user license available. The only exception is when partners are deactivated (users with a blue P next to their name), since partners do not require a user license. 


Reassign Ownership 

What happens to the contacts, tasks, opportunities, and notes assigned to a Deactivated user?

When a User is deactivated the completed task will be removed. It will only ask who to assign the PENDING Tasks. However, notes will not be affected when a User is deactivated.

What happens if I reassign to the wrong User?

Make sure you are assigning to the correct User because once the action is processed there isn't a way to Undo. However, you can manually reassign to another User.

Video Walk through

Note: Video has no sound


 


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