What do I need to do when I see an Action in the Pending Actions tab of my Sell settings?

Question

Why do I have a Pending Actions tab in my Sell settings? Why is someone on my account in the Pending Actions section?

Answer

The Pending Actions tab contains Sell users that we need a little more information about. The user will not be fully-added or removed from the account until you complete the pending action. 

Select the action option below, Complete invitation process or Transfer data of deleted user, to read more on the next steps an admin should take to complete the action.  

Complete invitation process   Transfer data of deleted user  

Complete invitation process

When a user is given access to Sell in Admin Center, you may need to specify what role they will have and what information they can access in Sell. Depending on your plan level and permissions, a user can have more advanced permissions that need additional setup in your Sell settings.

Follow the steps below to complete the invitation process for a user in the Pending Actions section of Sell. 

1. Navigate to your Sell Settings > Users > Pending Actions.
2. Click on the button Complete invitation process next to the user's name.
3. Fill out the information determining the user's permissions. 
4. Click Add user. 

Note: If you have not completed the Action for the user, they will see an error message when they try and access the Sell product.

Transfer data of deleted user

When you remove a user from the account, you will need to manage the transfer of their data. 

1. Navigate to your Sell Settings > Users > Pending Actions.
2. Click on the button Transfer data of deleted user next to the user's name.
   
   Important: If you do not want to delete the user, click the arrow to add the user back to the account.
3. Complete the form to reassign lead, contact, and deal information as well as any potential subordinates in the user hierarchy. 
4. Click Transfer data. 

For more information on removing users from Sell, see the articles: Should I choose to deactivate or delete a user to remove them from my account?

For more information on managing users, see the article: Managing users in Sell.