To delete a user, first reassign their leads/clients to a different user. Go to the Leads page, filter by the Agent Name you’ll be deleting, Select All and Bulk Update to change the other user name (or select Unassigned). We also recommend adding a note of "Previous client of Agent X" since the user's name will be removed from the assigned agent list. Submit the change. Repeat on the Client page. (Alternatively, you can keep the user and set them to inactive in Account> Manage Users> Edit user> account tab. Inactive. Save. However, you will be still responsible for the cost of that seat if you choose that option.)

Now go to the Account> Manage Users> Click Options. If Delete isn't an option, edit the user, change them to an Agent and Submit the change. Go back to Account> Manager Users and you’ll see Delete in the Options List.
(Note. Do not use the "Back Arrow" to go from the user changes to previous page, as it may show you the old screen without the delete option.)

Step 1: Filter & Update
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Step 2: Verify or Change User Type to Agent
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Step 3: Delete the User
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