Managing delegated users efficiently is crucial for maintaining account integrity. If your client finds the need to remove a delegated user or revoke their rights, they should follow these straightforward steps to navigate through the process seamlessly.
Steps to remove a Delegated User:
Access their Dashboard:
Clients should start by logging into their account and accessing the dashboard.
Navigate to Delegate Account:
Once on the dashboard, locate and click on "Delegate Account."
View and Configure:
Within the "Delegate Account" section, find the option for "View and Configure." Clicking on this will lead you to a list of delegated users.
Identify the User to Remove:
Scan through the list to identify the delegated user you wish to delete.
Click on "Inactive":
Below user rights, they'll see an option labeled "Inactive." Click on this to initiate the deactivation process.
Submit:
After selecting "Inactive," complete the process by clicking the "Submit" button. This action deactivates the user's rights.
Reactivate if Needed:
If there's a change of plan and they need to reinstate the user's rights, they can simply go back to the list, click on "Active," and submit the changes.