How to Delete Users with Assigned Actions
When you remove a user from your business, they may leave behind open tasks, automations that were assigned to them, and connected scheduling. Batch re-assignment lets you decide what happens to all of it in one step when you delete them — no need to track anything down beforehand.
Follow these steps to delete a user and reassign their work:
1. Navigate to Users: Go to Settings > Users (under the Access heading)
2. Select the user to delete: Click Details next to the user, then choose the Delete button.
3. Choose your overall approach:
Reassign — hand the user's work over to other team members
Unassign — remove the user from their work without giving it to anyone (the work stays, just without an owner)
4. If you chose Reassign, decide per area:
Scheduling — their connected calendars and scheduling. Reassign to another person or unassign.
Workflows (automations) — automations that assign tasks to this person or use them in their rules. Reassign to another person or unassign.
Tasks — the to-dos assigned to them. Reassign to another person, unassign, or delete.
5. Confirm the deletion: Once you confirm, the system handles everything together. No need to reassign items one by one.
Who you can reassign work to
The person you choose to hand work over to must:
belong to the same business,
be someone other than the user being removed, and
have access to all locations (so nothing they inherit falls outside what they can see).
Examples
Someone leaves the team — remove them and choose Reassign: their tasks and scheduling go to their replacement, and their automations are pointed at the replacement too.
Split the handover — reassign tasks and scheduling to one teammate, but unassign the workflows because they'll be reviewed later.
Clear it out — remove a user and choose Unassign everywhere, plus delete their outstanding tasks that are no longer relevant.