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Editing and deleting users
Editing and deleting users

Manage your team in Better Proposals

Sabrina Barron avatar
Written by Sabrina Barron
Updated over a week ago

To edit and delete users, simply click 'Settings'.

Once you're in the Settings section, under the ‘Users and Teams’ category click 'Users'.

When you click the user you wish to edit, you should see a page that looks like this:

Editing a user's details

To edit a user, click on their name on the right and from there you can edit the following:

  • Name and email

  • Set up email signatures (Paste in HTML)

  • Set which email notifications they should receive

Once you’re done, click the green ‘Save Changes’ button at the bottom.

Removing access

Once you're on the page listing all your users, click on their name. At the bottom of the page, there's a red 'Delete' button.

What happens to any associated documents when I delete that user?

We would suggest re-assigning any documents prior to removing that user so you can filter their documents and then re-assign accordingly. You can do this by clicking on any associated documents for that user, then click Edit Document, Edit Setup and change the assigned user there. You cannot filter a deleted user's documents so this is much easier while they still have a user account active in the system.

It's not the end of the world if you don't do this as any documents associated with deleted users will always be accessible from the 'Everyone' filter so they won't be removed upon deletion of the user.

If you want that user seat removed from your subscription, just make sure to reach out to us once you've deleted the user (a popup upon deletion will remind you to do this) and then we can take care of that for you.

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