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 PaintScout CRM, the same choice also applies to their deals.
1. Go to your Account Settings > Billing > User Management section. Click Deactivate on the user you would like to remove.
2. A window will appear where you can decide what to do with the user's existing estimates.
If your account includes PaintScout CRM, this selection also determines what happens to that user's deals.
What happens when you transfer ownership?
When you transfer estimates, you choose an active user to become the new owner. That user receives notifications for those estimates, and the estimates count toward their dashboard metrics.
If your account includes PaintScout CRM, transferred deals also move to that same active user.
This action cannot be reversed.
