How can I delete users permanently from my CRM account?
When a member of your organization quits or is replaced you may have to delete the member from you CRM account. When you delete a user,
- You cannot undo the action. If you don't want the member to access CRM but you are not sure about deleting the user, you can deactivate them.
- The records that belong to the deleted user remain in Zoho CRM. You can transfer them to another member at any time. It is recommended that you transfer the records before you delete a user. See Also:How to mass transfer records.
- You cannot reinvite a deleted user. If you extend an invitation to a user you have deleted, the user will be added again in CRM as any other new user.
- Only the Super Admin of your account can delete a user.
- A user deleted from CRM will still be able to access other services without hassles with the same email address.
- All the integrations configured by the deleted user will be lost after you delete them.
- Deleting a user does not cancel the user's license. To cancel license you must manage your subscriptions.
To delete a user
- Click Setup > Users & Permissions > Users
- Point your mouse to the user and click the Settings icon.
- Click Delete.
Read the consequences of deleting a user and confirm the action. The user will be deleted from CRM and will appear under the Deleted Users view.
Related Link
What happens when I deactivate a user?
Related Articles
How can I delete users permanently from my Client management system account?
When a member of your organization quits or is replaced you may have to delete the member from you Client management system account. When you delete a user, You cannot undo the action. If you don't want the member to access Client management ...Delete Users
When a member of your organization quits or is replaced you may have to delete the member from you CRM account. Note that deleting a user from CRM is not the same as closing their account. They are deleted only from CRM. When you delete a user You ...How to import my leads into CRM account?
To import your leads into CRM account, do the following: Click the Leads tab. In the Leads Home page, click Import My Leads. In the Import Wizard page do the following: Click Browse to locate the required file that is to be imported. Select ...Does CRM storage also include mail storage for Mail Add-on users?
No. The Mail storage is the same that is provided by Mail. CRM storage does not include mail storage. However, the attachments sent with your emails are included in the CRM storage. The attachment limit varies based on your CRM Edition. Please note, ...I am planning to migrate my users from GApps hosted account to Client management system. Is it possible to migrate without loss of any data?
You can start the migration after you point the MX Records to Client management system. After you complete the steps mentioned in the Mail Hosting process, and start receiving emails in Client management system, you can schedule migration for users ...