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.
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.

   
   

        

       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.

Modified on Thu, 28 Sep, 2023 at 3:00 PM