Deleting a user

Delete a user with extreme caution and only if you've added a new user by mistake. If a user is no longer with your organization, disable the user instead of deleting the user.

If you must delete a user and the user has any related records, reassign the records first. If you don't reassign the records and then you delete the user, the records remain in Sage CRM with an untranslated code in the user name. This makes it very difficult to keep an accurate customer history.

  1. Click <My Profile> | Administration | Users | Users.
  2. Enter the user's Last Name and click Find.
  3. Click the user hyperlink.
  4. Click Delete and then click Confirm Delete.