Answered

Cannot delete users

I am company admin and the one who initially created and set up the account. When I navigate to manage users page I cannot delete the old users who we no longer need. Can you advise how to delete the users?

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  • Problem solved. Not quite intuitive to click on the more button to see the delete option.

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  • Hi Slava!

    Glad to hear you've worked it out! I know that more option is a bit hidden.

    Thank you for letting us know your feedback!

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  • I need that! where is that "more" Option??

     

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  • Hi Richardantondiaz:

    More Actions is available to the far right of the Users section under System Settings. This article will also go over the steps to delete a User, with screenshots.

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  • I tried to the same but i get an answer saying that an error ocurr while trying to delete the user that I do not want anymore. Can you help me.

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  • This is being looked into Mferrari, we'll be in touch once we have more information or if we need more from you. 

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  • Hi Mferrari:

    May we try deleting the User for you? If so, please let us know the first name of the User is that you are removing and who the open records should be transferred to.

    Thanks in advance :)

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  • Hi Lyla. I have the reply from Mferrari: Thanks a lot please delete the user Christian and pass the records to Matias. Thanks!

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  • You should be all set Mferrari, thank you for your patience!

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  • Hello Lyla, 

    I seem to have the same problem. Unable to delete a user. It shows "An error occured in deletion". Let me know if I should just share the names of user to be deleted and the user to whom records are to be passed.

    Thanks.

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  • If you could share that with us Thomas P, that would be great. However, the email address registered on our Help Center doesn't bring up an Insightly account. I'm going to reach out to your directly to get that information, thanks!

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  • Hello, I have shared the details and my user account as a rely to your email. Hope that suffices. Let me know in case you have not received it.

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  • I replied to you in the ticket Thomas, you should be all set!

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  • I have the same issue- error when attempting to delete a user and transfer ownership. Please advise on how to correct this.

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  • Hi there Valerie:

    I opened a ticket for you since you're on a paid plan. I'll work with you through the ticket to sort this out. You should receive a separate email from Insightly

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  • Hi Lyla T., 

    I saw that you had to go into some people's accounts manually to delete users for them. 

    I've been trying to delete users repeatedly and even though 1 user it went through the menu to transfer responsibilities to the main account it never deleted the contact and then I wasn't able to do that option for the other 2 users assigned to the account. It just keeps saying there is an error and to try again later. 

    I want to delete a total of 3 users and invite 1 new user for the account. 

    Please let me know how I can correct this issue. Thanks! :) 

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  • Hi Sarah:

    This seems to have popped up again and we are looking into it, we'll keep you posted through this thread with updates! Apologies for the trouble.

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  • My account relisted previously deleted users.  Following the thread

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  • Hey Shelia,

    Hope you're having a great day!

    I'll be notifying our engineering team, and once we know more I'll post an update to this thread.

    We apologize for the inconvenience.

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  • Hi everyone - thank you again for your patience while this was being looked into. We've heard back that this has been resolved, please let us know if you are seeing otherwise.

     

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  • Hi, I've tried to update the account owner email address but it won't let me. So I've added a new user and made that the account owner. When try to delete the old user, I get an error message saying I can't delete an account owner...

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  • Hello Digital,

    Can you provide a screenshot of your System Settings > Users list? And, also specify which user within the screenshot should be the Account Owner.

    Please blur out any sensitive data. 

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  • Hi Alejandro, this is all good now. I think it took a good 20 mins for the system to sync and recognise the new account owner. Thanks, Lance.

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  • Hello Lance,

    Sounds great!

    Glad it's all working now for you. 

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