Step-by-Step Guide to Removing a User
1. Log In to LSS CRM
Use your admin credentials to access your account.
2. Go to Settings
Click the gear icon on the lower-left side of the dashboard to open Settings.
3. Select “My Staff”
From the settings menu, click “My Staff” to see all active users.
4. Locate the User
Scroll or use the search bar to find the user you want to remove.
5. Delete the User
Click the trash can icon (
) located on the right-hand side of the user’s row.
This action permanently deletes the user.
Important Note
- Click the trash can icon to remove the user.
You must have admin permissions to delete a user.- Deletion is permanent, so make sure to reassign leads, opportunities, or tasks before removing them.