Leadline DocsRemove User
Overview
This playbook covers how to remove a user from your organization in Leadline.
→ See 102 - Admin-Hub for more information on the Admin Hub and how to access it.
How Do I Remove a User?
There are two ways to remove a user, depending on how many you're removing. To remove multiple users at once, use the checkbox method. To remove a single user, use the Actions dropdown.
- Navigate to Admin Hub > Users & Security. Access the Admin Hub by clicking your initials in the top right of the screen and selecting "Admin Hub."
- To remove one or more users at once, select the checkbox next to each user you'd like to remove, then click "Remove Users" in the toolbar that appears. To remove a single user, click "Actions" next to that user and select "Remove User" from the dropdown menu.
- A "Remove Users" modal appears, asking "Are you sure you want to remove these users? This action cannot be undone." Click the red "Remove" button to confirm.
What Happens to a User's Data if They Are Removed from the Platform?
When a user is removed from the platform, their data is deleted entirely. Leadline only stores a user's name, email address, and phone number — so if you need to restore a user, you can re-add them to the platform at any time.
Note: If you are re-adding a non-admin user, you will need to reconfigure their role and permissions after adding them back — these are not retained after removal.
→ See 1113 - Add-User for instructions on how to re-add a user.
→ See 1101 - Update-User-Permissions for instructions on how to reconfigure user permissions.
Related Topics
102 - Admin-Hub — Learn about the Admin Hub and how to access the Users & Security section 1113 - Add-User — Instructions for re-adding a user after removal 1101 - Update-User-Permissions — Instructions for reconfiguring a re-added user's permissions