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