To delete and restrict an existing member of staff in your Overture account, follow these steps:
Go to Settings > Users and use the search bar or dropdown menu to filter the users by name or user type.
If you simply want to remove a user and restrict their access to the system, click the ‘Delete’ button:
When you click ‘Delete,’ a popup will appear to confirm the action containing a warning if there are any tasks assigned to the user or if the user is a team member on any bookings.
If there are outstanding tasks assigned to the user, you can reassign them to another existing user. Click ‘Reassign Outstanding Tasks’ to be redirected to the Tasks tab. From there, select another user from the ‘Reassign Tasks’ dropdown in the sidebar.
If the user is a team member on bookings that need to be updated, you have a couple of options:
If there are only a few bookings, go to the Bookings tab and filter by the user you are deleting.
Then, access each booking and update the team member section by removing or replacing the user.
Alternatively you can add the new user as a team member on the Artist’s contact page. This will replace the user being removed.
To do this, go to the ‘View further information’ page of the Artist, navigate to the ‘Team Members’ section, add the new user, and click the ‘update’ arrow icon to update the bookings with the new user, replacing the existing one.
Please note that it may take a few minutes for the updates to take effect, and you will receive an email notification once the bookings have been updated.
We hope this guide helps you effectively delete users and manage access in your Overture account. If you have any further questions or need assistance, please don’t hesitate to contact our support team.