Delete Agent User

To delete an Agent from a Project:

1. Select Edit Agents under Administration | Project | Users & Roles on the FootPrints Toolbar.
2. Select the user from the Users drop-down list.
3. Click the checkbox to delete the user from the current project.  A confirmation is displayed.
4. Enter your password and click   GO.  A confirmation is displayed.
5. If the user has assignments in the current project, an option to re-assign the user's Issues is displayed.  There are three choices:
6. Leave assignments as-is—The Issues remain assigned to the (deleted) user. When the Issues are viewed, the user ID (not user name) is displayed. The Issues can be re-assigned individually when they are edited.
7. Unassign the deleted user from assignments—The user is no longer assigned to the Issues.  If the deleted user was the only assignee on an Issue, the Issue becomes unassigned. If the Issue was assigned to other users (or to a Team), the Issue remains assigned to the other users or Team.
8. Reassign assignments to—Select a user or Team to whom you reassign the deleted user's Issues. Hold down the CTRL key to select multiple users.

In addition, you can limit the re-assignment or unassignment to certain statuses. For example, you may only want to re-assign Active Issues (Open, Pending, etc.)

6. Enter your password and click   GO.  If you re-assigned or unassigned Issues, it may take a few minutes for the changes to take effect.
7. To delete the user from all projects, you must go to the System Administration User Management page.

NOTE

If an mail preferences are configured to send an agent a notification when a customer opens a new request or when an incident/problem report is created, removing the agent from the project or removing the agent's account will not change that configuration. Instead you must administer the Mail Preferences page and remove the agent from the notifications list(s).