Q – Can I delete a user and add a new one?
A – Yes, if you have Admin privileges.

First let’s check how many of your active licenses are assigned to users and if you will be adding or replacing a user.

  1. From the Outlook main window click on the PoliteMail tab
  2. From the Settings drop down menu choose UsersUserLicensesAvail
  3. Take a look at the column labels – and you will see a box that tells you how many licenses are assigned of the total licenses you have available. If you have new licenses available you may want to add a new user, however if you have had a user leave the group you may want to simply re-assign the license to a new user. By doing this you keep the previous user’s content and simply re-assign the license to the new user.

 

To Delete a User:

  1. Be sure you do not need any content from the user before deleting, as all content created or sent by the user will be deleted with the user. If you need to keep the data, please re-assign the license to a new user, rather than deleting.
  2. Select the User to delete by clicking the box in the first column of the User record.
  3. Click on the “X” in the menu bar to delete and confirm the deletion.

To add a new User:

Create/Modify User

Create/Modify User

If you have a new employee and licenses available, click on new to open the “Create/Modify User” box and fill out the information for the new user. First Name, Last Name, Email, User Type and Business or Region (if used – can be left at default of all).

To re-assign a User License:

If a license is being re-assigned, double-click on the user being re-assigned to open the “Create/Modify User” box and change the information to the new user information. First Name, Last Name, Email, Click to Reset Password, User Type and Business or Region (if used – can be left at default of all).

To Send the software to the new User:

From the Send Setup Email drop down choose Html format with download link and click Save. This will open an email that can be sent to the new user with the software and their login information to connect to the server.

 

Article written by Rose Censullo, August 2017