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Removing a User from the DriverReach Platform

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.”