If you want to completely remove a user from your Sell account, you can delete the user. Deleting a user is permanent. If you think that you might need to reinstate the user in future, deactivate the user instead.
Note: You can't delete a user that is a manager (that is, they have users who report to them). You'll need to reassign those reportees to a different manager before deleting the user.
You need admin rights to delete a user.
To delete a user
-
Click the Settings icon (
), then select Manage > Users. - Click the user you want to delete.
An Edit User page appears. - Scroll to the Delete user section of the page and click Delete user.
- Assign all the user's leads, contacts, and deals to another user.
Either use the default setting (user's manager) or select a user from the dropdown menu.
Note: All other data for the user, for example, emails, are removed from Sell.
- Click the checkbox to confirm you want to permanently delete the user.
You must check this box to be able to proceed with deleting the user. - Click Delete user.
The user is permanently deleted.
Deleting a user is not reflected in your billing. The user's license (seat) is available, so if you add another user, you won't be charged. You can adjust your seat allowance in Settings > Upgrade > Plans and Pricing.
5 Comments
Hi, I have two questions about this:
1. what happens to the communication history of the deleted user after deletion? I suppose it will be stored in Sell, so that we don't lose any of the communication history (e-mails), notes, etc, right?
2. What happens when you disconnect a Sell user's mail address? Will e-mail communication still be available to see in Sell?
Hi Walter,
Thanks for your question and I'm happy to clarify.
We strongly suggest not to delete users from your Sell account, but instead just 'deactivate' them. The deactivation action preserves all the user data in the account, including emails, whereas deleting a user, would remove the email communication as well. Notes and other activity are preserved in both cases, so it's just about emails.
Also, please know that a deactivated user does not add to the seat count so you can just remove this seat from your subscription or invite a new user to take it over, just like you would when having deleted a user.
As for disconnecting a user's integrated email - yes, it does remove all the email communication from Sell. Again, the only way to preserve a leaving user's email communication in Sell is to deactivate that user.
Let us know in case of any further questions or concerns. Best regards!
Grzegorz Pogwizd
Technical Support Engineer | Zendesk Sell
Do you need more information? - Our Help Center has it all at https://support.zendesk.com/hc/en-us/categories/360002582434-Sell
Do you prefer a live conversation? - Call us at +1 888-670-4887 press 1, Mo-Fr, 8am-5pm, Pacific Time
Want to talk to other Sell users? - check out our Community at https://support.zendesk.com/hc/en-us/community/topics/360001380554-Sell-Q-Ab
I am having a issue. The person who originally set up our ZenDesk Sell is no longer with the company and she had Administrative Rights. I need her User and license deleted and rights switched over. How do I get this done?
ZenDesk Sell is awful on their response to issues. I will be terminating my account
Hi Chris Luna,
I am very sorry to hear you were having trouble reaching our team! I see you have a ticket open and our team would be happy to help if you wish to reply back on the ticket.
For security reasons, an Admin needs to grant permission to another person on the account to gain Admin rights. If the Admin has left the company and forgot to transfer ownership of an account, we, unfortunately, cannot just switch someone else to an Admin. You will need to complete an account ownership change for security concerns.
Lastly, please note the Community is a space for everyone to come together to discuss the setup of their Zendesk account and improve workflows, add integrations, and discuss workarounds. If you have an issue with your account that involves personal account details, we encourage users to contact our team through a ticket, chat, or phone call.
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