This article explains how to remove users within the DriverReach platform.
⚠️ Please note that only those with Admin or Manager roles can remove users from a company’s DriverReach account.
Step 1:
From any page within the DriverReach platform, click on the cog icon at the far right of the blue navigation bar at the top of the window.
Step 2:
Select Administration from the drop-down menu.
Step 3:
On the Admin & Settings page, choose the Users option from the menu on the left side of the window.
Step 4:
A table listing all current users will populate. Under the Actions column, click the Edit option next to the user you are removing.
Step 5:
From here, the Edit User menu will populate. Scroll down to the end of the menu and choose Remove.
Step 6:
If the user has Tasks, Assignments, or E-docs associated with them, you will need to reassign them to a different user. When you have reassigned Tasks, Assignments, or E-docs, choose Delete USER’S NAME.
Step 7:
A green notification will briefly appear in the upper right corner of the window to confirm that the “User was successfully deleted.”