How to delete individuals in FormFire

Individuals are accounts that are in your agency's book of business, however, not associated with a client. You can manage your list of individuals by clicking on the Individuals link on the blue left-hand menu.

You can either delete a single individual user or multiple inactive users with a few easy steps.

Deleting An Individual User

• Find the individual in the list
• Click on the orange menu next to that individual's name
• Click Delete Individual

Deleting Multiple Inactive Individuals

Click on the Delete Inactive Individuals buttons on the top right-hand side of the screen.

On the Delete Inactive Individuals pop-up menu, select from the following options:

• 3 months
• 6 months
• 12 months
• 18 months
• 24 months

FormFire will tell you in parenthesis how many employees have been inactive for that particular time frame. Once you've selected the time frame, click Delete.