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Removing users

If a user is no longer active, you can remove them from your organisation.

Warning

Removing a user from your organisation will also remove them from any associated branches within the organisation.

Note

Removing a user from your organisation will not delete their Apotec CRM user account.

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  1. To begin, open the Users tab in Org. Management by selecting Org. Management from the left-nav and the Users tab.

Users Tab

  1. Locate the required user and select the adjacent Delete icon. The Remove User prompt displays.

Remove User Prompt Displayed

  1. From here, you can:

    • Use the [Yes - F10] button to remove the user from the organisation.
    • Use the [No - Esc] button to cancel and close the prompt. No further action is required.

  2. Select the [Yes - F10] button. A snackbar displays confirming your user was removed successfully, and the User tab will be updated.

User Tab Updated

Note

You can invite a user back into your organisation on the Sites tab. See our Inviting users with existing Apotec CRM accounts article to learn more about inviting users to your organisation.