Removing a user from your Oversee account is a straightforward process. Please note that once a user is removed, all their associated data will be transferred to your account.
This action is permanent and cannot be undone. Additionally, removing a user will cancel all their associated active campaigns, so be sure to assess any ongoing campaigns before proceeding.
Step 1: Navigate to Settings
Start by going to the Settings tab, which is located on the left-hand navigation menu. This is where you can manage various aspects of your Oversee account, including user access.
Step 2: Go to the Team Section
In the Settings view, locate and click on the Team option. Here you will see all team members associated with your Oversee account, as well as options to add or remove users.
Step 3: Select the User to Remove
To remove a user, locate their profile in the team member list. Click on the Trash Bin icon next to the user's profile that you wish to remove. This will prompt a confirmation message to proceed with the removal.
Step 4: Confirm the Removal
A pop-up will appear warning that this action cannot be undone and explaining that any data associated with the user will be transferred to your account. Please note that this will also cancel any active campaigns associated with the user being removed.
Confirm the removal by clicking the Remove button. The user will be immediately removed from your Oversee account.
Note: Be careful when removing users, as this action is final. Ensure that you are certain before confirming the removal.