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Documentation Index

Fetch the complete documentation index at: https://docs.upflow.io/llms.txt

Use this file to discover all available pages before exploring further.

A collaborator is leaving the company or doesn’t need to be involved in your collection process? You can delete their user profile from your Upflow Settings > Users.

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Delete a user’s profile

From your Upflow Settings > Users section, click the three dots at the user level, then “Remove”: You should see a green validation at the bottom of the screen.

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I can’t delete the user

When trying to delete a user, you might experience diverse errors. If the user you’re trying to delete is still assigned to customers, and/or set in workflow actions, smart rules, the following message will appear, for you to replace them with another user: Once you selected the user of your choice, click Re-assign & delete: You will then see the validation at the bottom of your screen: