Infinity3 Help Centre

When someone leaves your team or no longer needs Infinity3, remove their access and arrange a handover of their active work.

Before you start

You’ll need permission to manage users. Confirm the person’s login email and which business account they should stop accessing.

If they work across several Infinity3 accounts, contact Infinity3 if the scope of the removal is unclear.

Review their active work

Arrange another team member to take responsibility for:

• Assigned contacts, opportunities and outstanding tasks.
• Upcoming appointments and calendars that include the departing user.
• Customer conversations awaiting a reply.
• Workflows that assign work or send notifications to that person.

Do not assume removing a user will automatically transfer these responsibilities. If access must be removed urgently, complete the handover afterwards.

Remove access

1. Open Settings → Users, or My Staff in layouts using that label.
2. Find the correct person and check their login email.
3. Use the available user removal or deletion control.
4. Read the confirmation carefully and check which access will be affected.
5. Confirm the intended removal.
6. Review the user list to check the change has been applied.

If you cannot see a suitable control, contact Infinity3.

Check the handover

Check that new enquiries, appointments and workflow assignments reach the remaining team. Review any connected personal email or calendar accounts involved in the handover.

Removing platform access does not remove someone’s access to external services such as Microsoft 365 or Google Workspace. Manage those services separately.

Contact Infinity3 if you need help checking access or handling work linked to the departing user.