Removing Test Users with Motion 2 Data

Here are the steps on how to remove test users with Motion 2 Data:

  1. Head over to the Motion 2 component within Site Stacker.
  2. Click on 'Instances' and you should see a list of people for all Workflows that are currently in use on your site.
  3. Search for the Test User that you would like to remove.
  4. Un-assign ALL Tasks from the test user's Instance before continuing.Unassign Tasks from User
  5. Once you have unassigned all of these tasks, you can now remove the user from the instance by right-clicking on the test user's row and choosing 'Remove from Instance'.
  6. A pop-up box will appear asking if you would like to remove it - click 'Yes'.
  7. Now that you have removed them completely from the Motion 2 instance, it is time to remove them from the CRM.
  8. Dive into the CRM component and search for the user that you removed from Motion 2.
  9. Right-click on the row and choose 'Delete' - Another pop-up box will appear asking if you would like to proceed. Click 'Yes.


Delete User from CRM

        

       10. Apply the previous steps to ALL test users that you have used during Motion 2 testing!


Note: To find a specific person, or search in a specific workflow, next to the 'New Instance' button you can search for a person's name, or choose the Workflow with the 'Workflow'  or 'Engagement' (if any have been set up) drop-downs.


Click the Play button on the Video below if you would like to see how it is done!




Modified on Thu, 28 Sep 2023 at 03:00 PM

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Make sure these features are added to your Site Stacker installation by learning how to run updates here!