Deleting integrator users

2019-08-06Last updated

If an integrator user is no longer required, you can delete them so that they are permanently removed from your account.

What you should know

If the user is in the Waiting for Activation state, you can still modify or delete the user. This means that you can correct mistakes that you might have made when creating the user without having to wait for them to activate their account.

If a username is registered with multiple SmartOffice™ accounts, you can delete it from one account without affecting the other accounts. For example, if a username is assigned to an integrator user in one SmartOffice™ account and a client administrator in another account, deleting the integrator user does not delete the client administrator.

Procedure

  1. If your username is registered to multiple SmartOffice™ accounts, select an account.
  2. Click Users, and then select an integrator from the Name column. If you have difficulty finding the integrator, you can search for it by using the Search box.
    Important: Deleting an integrator does not delete the client accounts that are associated with that integrator, because client accounts are linked to their respective integrator accounts.
  3. In the integrator's Edit page, click Delete and then Continue.
The State changes from Deleting to Deleted. The integrator is deleted and is no longer displayed in the integrator's Users page.

Example

Watch this video to learn more. Click the Captions icon (CC) to turn on video captions in one of the available languages.