Removing Users

Considerations

1. Before removing users consider the option of demoting agents to the end-user level instead of deleting them:
   
   1. Remove or replace users
      
2. Whatever the decision (delete or downgrade), follow the recommendations in Best Practices Removing Users
   
3. If you choose to remove agents, here are the instructions. Make sure to follow steps from point 2 before removing users.
   
   1. User deletion
      
4. These instructions allow you to do a bulk update of users:
   
   1. How to update users in bulk Out of the box, without programming.
      
   2. They also have the option via API
      
5. This last point allows them, if necessary, to export a user list when required.
   Exporting team member data

Recommended process

Best Practices to remove agents

1. Reassign the agent tickets to be deleted

2. Review Reports and Dashboards

3. Reassign Tickets

   1. Analyzing in case of problems

4. Downgrade Agent Role

   1. If you want to Export the ratings of Dashboards tabs and reports

   2. If you want to export the macros

5. Take into account for Admin Users

   1. To update API authentication

   2. Other considerations

6. Suspend the Agent Account