If a team member leaves or no longer requires access to the Grow CRM account (whether temporarily or permanently), it's important to suspend or revoke their access as soon as possible to ensure your data remains secure.
This article will guide you through suspending or removing a user's access from your Grow CRM account.
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Suspend A User's Access
- Click the account name in the top left corner (to the right of the "Grow CRM" switcher).
- Click Account Settings.
- On the side menu, click People.
- Hover your cursor over the required user.
- Click Edit.
- Click Access.
- Click Suspend Access.
Delete A User's Access
- Click the account name in the top left corner (to the right of the "Grow CRM" switcher).
- Click Account Settings.
- On the side menu, click People.
- Hover your cursor over the required user.
- Click Edit.
- Click Access.
- Click Delete Access.
- Choose who to assign the user's data to.
- Click Delete.
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