How to Deactivate or Delete a User
One of your agents has moved to a different role or to a different agency and now you need to remove their access to RiTA. You can deactivate and/or delete a user by following these simple steps below.
Only Admins can deactivate or delete users so make sure you have the right permissions first. If not ask your office RiTA Admin for further assistance with deleting a user.
First go to Admin, then click on User Management.
From here you will see the list of users on the account. Scroll down to the user you want to deactivate/delete and look for the three dots near their name.
Click on the three dots
To delete a user you will need to deactivate them first.
Click on “Deactivate”
This will disable their RiTA account and they will no longer be able to log in. It will also change their status from Live to Inactive. Here you can just leave the user as inactive if you think the agent will come back. Otherwise if you want to activate or delete the user keep reading.
Now that they are inactive it is time to either reactivate or delete the user.
Click on the small three dots again
a) Click Activate to reactivate the user
b) Click Delete to delete the user
Once they have been deleted they will no longer appear on the account. If you need to add a new user after they have been deleted this article can show you how: https://getaire.zendesk.com/hc/en-au/articles/4802749688335-Adding-New-Users-To-RiTA
Q. Help! I’ve deleted the wrong user, how can I get them back?
You can simply just create a new user and re-add them into RiTA. This will require them to accept an invite granting them access back into RiTA. Unfortunately they will lose all of their scheduled lists, so you will need to recreate them.