Delete a Profile

If a profile is no longer needed or no longer applies to the way your business is run, you can delete the profile.

This section assumes that you are currently viewing the Profiles page within the Settings function (see the following screen capture). If you are not viewing the Profiles page, you can refer to Settings for information about how to display the Profiles page.

To delete an existing profile, perform the following steps:

  1. In the Profiles page, locate the profile that you want to delete. To locate the profile, you can perform one or more of the following actions:

    • If you know all or part of the name of the profile, you can search for the profile using the Search function.

    • Click on a column header label to sort the contents of the column (and therefore the profiles page) either in ascending order or in descending order.

    • You can locate the profile by using the paging controls to move between pages.

      Note: For more information about using the features included in the profiles page to locate a profile, Features of the Profiles Page .

  2. After locating the profile that you want to delete, click on the Delete Profile icon ( ) that is associated with the profile that you want to delete.

  1. A verification pop-up window is displayed to verify that you are deleting the right profile. See the following screen capture.

    In the verification pop-up window, you can reassign any agents that are associated with the profile that you are deleting. Click anywhere in the Transfer users to profile box to open the drop-down menu .By default, the topmost profile in the drop-down menu is pre-selected. Depending on the number of profiles in your system, you may need to scroll up or down in the drop-down menu to locate a specific profile. When you identify the profile to which you want to transfer the agents, click on that profile to select it.

    After selecting a profile in the Delete verification pop-up window, click on the Delete button.

    The profile is deleted and is removed from the Profiles page immediately. A pop-up message window opens to confirm that the profile has been successfully deleted.

    The confirmation pop-up window disappears automatically after a few seconds.