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eWay-CRM does not allow you to erase a user to maintain data compactness. It is only possible to deactivate a user and delegate his or her agenda to another user.
If you deactivate an account, the person will not be able to log in to eWay-CRM Online, but they will still have access to their local database (in eWay-CRM Desktop and eWay-CRM Mobile). If you need to restrict access to their local databases, consider removing their licenses first.

If you want to deactivate a user, please follow these steps:

  1. Go to the Users section in Administration Center. You need to have eWay-CRM account with administrator permissions to do so.

  3. Select the user you want to deactivate and click the Deactivate link that is enabled after selecting one user.
  4. Deactivate User


  5. In the dialog, select items you want to delegate to other users. This function is fitting when an employee leaves and you need to delegate his or her work to a new team member. You easily assign all important items to the new employee. If you select modules and a user to who will be items delegated, just click OK.
  6. Reassign Items


  7. The former employee was deactivated and his or her agenda was delegated to the new employee. eWay-CRM will automatically synch the data, or you can speed up the process and synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.
  8. Synchronization

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