What is this feature and why you should use it.

When a user is deleted, it revokes access to the Talkative platform and will free up the licence that the account was using. You may wish to delete a user when a member of staff leaves your business, or when a users role within your organisation changes and they no longer need access to the Talkative platform. 

Who can use this feature?

Table of Contents  

• How to delete a user [5 Minutes]
  • Step 1: Log into Talkative
  • Step 2: Access user settings
  • Step 3: Delete user
• Troubleshooting steps [5 Minutes]
  • Step 1: Access agent dashboard
  • Step 2: Set user to 'Offline'
  • Step 3: Delete user
• Frequently asked Questions (FAQ's)

What will you learn from this article? 

1. How to delete a user

2. User deletion troubleshooting steps
   
   

How to delete a user [5 Minutes]

This section will cover the steps required to delete a user. 

Step 1: Log into Talkative

• Log into the Talkative platform using one of the following URL's:
  • EU Login
  • US Login
  • AU Login 

Step 2: Access user settings

• Click the 'Settings' tab on the left hand side
  
• Then click 'Users'
  

If you're unable to find the user settings page, you can use the quick search bar at the top of the page.

Step 3: Delete user

• Find the user on the list that you need to delete
  • If you need to filter the list of users, click show filters
    
  • You can then filter by first name, last name, email and roles.
    
• Once you have found the user you wish to delete, click the three dots on the right hand side of the page
  
• Then click 'Delete'
  
• You will then get a pop up asking you to confirm user deletion, click 'Delete User'
  

If you are not seeing the option to delete, please follow the troubleshooting steps below

Troubleshooting steps [5 Minutes]

This section will explain the basic troubleshooting steps to follow when a user cannot be deleted. 

Step 1: Access agent dashboard

• Click 'Live Dashboard' tab on the left hand side 
• When on the dashboard page, access the 'Agent Overview' tab
  

Step 2: Set user to 'Offline'

• Search for the user that needs to be deleted using the search bar. As you type, the results will update.
  
• If the user status is not offline click their status which is in blue
  
•  A dropdown will appear, using the dropdown set the users status as 'Offline'. Then confirm with the blue tick button
  

Step 3: Delete user

• Find the user on the list that you need to delete
  • If you need to filter the list of users, click show filters
    
  • You can then filter by first name, last name, email and roles.
    
• Once you have found the user you wish to delete, click the three dots on the right hand side of the page
  
• Then click 'Delete'
  
• You will then get a pop up asking you to confirm user deletion, click 'Delete User'
  

If you are still not seeing the option to delete, please contact our customer service desk

Frequently asked Questions (FAQ's)

• Question 1: Can a user be undeleted?
  • Answer: Users cannot be undeleted.