Deactivating a user in PaintScout removes their access to the account. Before you deactivate them, you can transfer their estimates to another team member. If your account includes the Operations add-on, the same choice also applies to their deals.
How to Deactivate a User
1. Go to Account Settings → Billing → User Management and click Deactivate on the user you want to remove.
2. A window will appear where you can decide what to do with the user's existing estimates.
If your account includes the Operations add-on, this selection also determines what happens to that user's deals.
You cannot deactivate the account Owner. Transfer ownership to another Sales user first.
What happens when you transfer records?
When you transfer estimates, you choose an active user to become the new owner of those records. That user receives notifications for those estimates, the chat will transfer over, and the estimates count toward their dashboard metrics.
If you have the Operations add-on, transferred deals also move to that same active user.
This action cannot be reversed.
This does not transfer account ownership. Account ownership can only be transferred by the current Owner to another Sales user.