In this tutorial, we will walk you through the steps of removing users from Visitt and what happens afterwards. This will cover deactivating or removing users from properties, as well as providing details on the options within the removal window.
1. Start here:
Navigate to the Admin page > Users tab
Select a user by clicking their name
Once you are in their user profile page, scroll all the way to the bottom, and you'll see two buttons to either Remove a user from a property or to Deactivate user
2. Choose the needed action:
Deactivation: When a user is deactivated they will no longer be able to login to this account, none of the user's data will be deleted so that others can still access it.
Removing Users from property: When removing a user from a property, You will be asked to select the property (as they may be assigned to more than one). Then, you can view the responsibilities they are assigned.
A. Select the property you would like to remove the user from: You can select the property you would like to remove them from. If you need to remove a user from multiple properties, you'll need to go through this process for each property.
B. Reassigning Responsibilities:
When removing a user from a property, you have the option to reassign their responsibilities to another existing user at that property or to simply leave it and simply remove them. When reassigning someone's responsibilities to another user, all the existing data, will be transferred to that user you are transferring it to. For example, all inspections the former user was assigned to, the new user will now be assigned in the future.