How do I deactivate a user?

There are times when your team structure changes, and you need to deactivate a user from your Firepoint account. Below you will find the steps to deactivate a user.

Please note, there is not a way to identify the leads that were assigned to the agent after you deactivate them, so you may want to tag all of the agent's leads prior to this step. Here is an article that goes over how to mass apply a tag: How do I mass add or remove tags from a group of leads? This is not a required action but may help you in the future.

Step 1:Start by going to your navigation panel and select Office Settings.


Step 2: From there, choose Users.
Step 3: Find the user you want to deactivate, and click on the three dots to the right of their name.
Step 4: Click on Deactivate User. If this is not an option, it means they have never logged into Firepoint and you will need to select their name and click on the trash can in the upper right corner.

Step 5: A new screen will pop up asking you who you want to reassign the leads, tasks, saved searches, and campaigns to. This will also reassign their Firepoint phone number if they have one.
Step 6: Click on Deactivate to remove all of the user's access to Firepoint. This only deactivates the user but does not remove the user from your billing. If you are not adding a new user in that spot, you will need to go back to the Users page and adjust your user seats under User Licenses.