How do I remove a user and a license?
For cases where you are downsizing your Nimble team, take the following steps to remove both a user and a license.
In Nimble, go to Billing >> Manage Users, select the user you wish to remove from your account and click "Deactivate".
You can then reassign or delete the user's Deals, Activities, Messages and Contacts and click 'proceed'.
After clicking “Proceed”, you’ll be prompted to choose either “Keep license” or “Remove license.”
Note: If you will be replacing the removed user with a new user, make sure to select 'keep license'. Then, you can click "Invite Users" again to add the new team member without having to add the license again and incurring an additional payment.
To learn more about adding new users to your team account check out our support article: Adding Licenses and Users, Setting Permissions.
If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.