How to Remove a User in Your LSS CRM

Step-by-Step Guide to Removing a User

1. Log In to LSS CRM

Use your admin credentials to access your account.

2. Go to Settings

Click the gear icon on the lower-left side of the dashboard to open Settings.

3. Select “My Staff”

From the settings menu, click “My Staff” to see all active users.

4. Locate the User

Scroll or use the search bar to find the user you want to remove.

5. Delete the User

Click the trash can icon () located on the right-hand side of the user’s row.

• This action permanently deletes the user.

Important Note

• Click the trash can icon to remove the user.

• You must have admin permissions to delete a user.

• Deletion is permanent, so make sure to reassign leads, opportunities, or tasks before removing them.