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.
NOTE: Deleting Individuals from the Individuals page DOES NOT delete the account permanently from FormFire. An employee that would like to have his or her account deleted permanently must call 216-367-9730 to speak directly with our Client Services Team.