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Removing Hierarchy Associations

Manually remove Users from Accounts or Accounts from Organizations.

Written by Laura Bedoya

How to Manually Remove Customer Associations

Removing a User from an Account or Organization within the User record

How-To

How-To Visual

  1. Navigate to the User you want to edit

  2. Click on the Edit icon in the left-hand sidebar

  3. When the Edit drawer pops up, remove the associated Account(s) or Organization(s)

Removing a User from an Account or Organization

Removing an Account from an Organization

How-To

How-To Visual

  1. Navigate to the Account you want to edit

  2. Click on the Edit icon in the left-hand sidebar (it might be nested within the ... "more" button)

  3. When the Edit modal pops up, remove the associated Organization

Removing an Account from an Organization

Removing User(s) from an Account within the Account 360

How-To

How-To Visual

  1. Navigate to the Account you want to edit

  2. Click on Explorer > Users

  3. Select the Users you want to remove from the Account

  4. In the action bar at the bottom of the table, click the 'Remove from account' button

  5. Confirm by clicking 'Yes - Remove from account'

Removing User(s) from an Account within Account 360

This bulk option is available on an Account only. The Organization 360 has no equivalent Users table action. To remove a User's Organization association, navigate to the User, click the Edit icon in the left-hand sidebar, remove the Organization in the Edit drawer, and save.

Via the Segment API

Our Segment integration supports removing users from accounts. See this article for more info.

Via the Vitally API

The Vitally API supports removing users from accounts. See this article for more info.

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