This article outlines how to manage agent accounts, including steps to deactivate or permanently remove agents, along with the impact of each action.
You can remove an occasional or full-time agent from your account. The following options are available on the application:
- Deactivate - Allows you to temporarily disable an agent's access and remove their assignments without deleting their account.
- Forget User - Permanently remove an agent and erase all their associated data from the account.
Deactivate an agent
Follow these steps to deactivate an agent from your account.
Go to Admin. The Global settings page appears.
If your account has multiple workspaces, do one of the following:
For Global workspace: Go to Global Settings > User Management > Agents.
For specific workspace: Click > select the workspace > User Management > Agents.
Select the agent that you want to deactivate. The Agent details page appears.
Click the more options at the top right corner and click Deactivate. A confirmation message appears.
Click Yes, deactivate.
Impacted areas after deactivating an agent
The following table describes the impacted areas after the agent deactivation.
Forget User
When you use the Forget User option, the agent is removed from the account.
Impacted areas after using the Forget User option
The following table describes the impacted areas after the agent is removed.