Replacing Vs. Deleting Users

Replacing a User:

Replacing rather than deleting a user is the most seamless way to go about dealing with turnover. Always replace a user, rather than delete the old user & add the new user, since adding a new user always generates a pro-rated charge. 

Using an admin or manager account, log in to Kixie.com. Next, follow these steps:

1. Navigate to "Manage Agents" and click on the agent you want to replace.
2. Then click "Edit".
3. *IMPORTANT* Change the old user information to the new user information. DO NOT click save.
4. Then click "Save & Replace Agent" once you have completed entering the new information.
5. The new agent will acquire the direct number, caller ID, ring group placement(s), and devices of the old, and will be automatically e-mailed a setup guide for them to download Kixie and pair up their CRM.

Deactivating a User (and replacing the user later):

If you want to "deactivate" a user to revoke their access to Kixie and then replace them later, the recommended method is to change their email like this: change jimmy@acemcorp.com to jimmy_replaceme@kixie.com and hit "Save and Replace". Then go and replace jimmy_replaceme@kixie.com with a new user when the time comes.

Deleting a User:

Your account signed a Contract: if you signed a contract with Kixie, then downgrading or deleting users is only possible within the last 30 days of your contract term. Replacing is the only option here, until the last 30 days of the contract term.

Not on Contract:

Replacing rather than deleting a user is the most seamless way to go about dealing with turnover. Always look to replace a user first, rather than delete the old user & add the new user, since adding a new user always generates a pro-rated charge. 

To delete a user that you're not going to replace before your next bill date, please reach out to your account manager or our support team through the Kixie live chat or email us at support@kixie.com. 

And please note: there are no prorated refunds when you delete a user.