Removing users from your Pitchly account
We recommend that you actively manage who has the ability to view, change, or export data from Pitchly account. Ensure that access to your organization’s data intelligence is only provided to appropriate personnel.
It’s critical that employees who have left your organization or perhaps switched roles and no longer have a business need to access account data are deleted from your Pitchly account.
Users must have admin-level permissions in order to remove a user from an account.
Step 1. Navigate to the settings panel and select the option to manage users.
Step 2. Remove users by clicking the red circle next to the user’s name.
Search tip: Use the CTRL+F keys to search and find a user if your account includes a large number of users.
Small to medium teams may find that assigning this responsibility across one to two account administrators to suffice. However, large organizations with an extensive number of account users may find it beneficial to enlist the assistance of their HR or IT teams.
We recommend collaborating with HR or IT to ensure a step is added in the offboarding process to remove inactive employees from your Pitchly account.
We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.