When a team member leaves, you can replace them by inviting a new user and if needed you can reassign any existing records before removing the old user.
Summary
Invite the new user (trial access is available for 7 days)
Reassign records from the old user to the new user (if required)
Delete the old user to free up a seat
Assign the seat to the new user if needed
Step 1: Invite the new user
Start by inviting the new teammate to Copper.
You can invite them even if all seats are filled
They will be added on a 7-day trial, giving you time to transition ownership if required
This trial period allows you to reassign records and confirm everything is set up before removing the old user
Step 2: Reassign records (if needed)
Before removing the old user, you may want to transfer ownership of any records they manage to other users.
Go to your Pipeline
Apply a filter for records owned by the outgoing user
Select the records
Click Edit
Update the Owner to the new user
Reassign other records
Repeat this process for other record types, such as:
Pipelines
People
Companies
Leads
Tip: Work through each section of Copper to ensure no records remain assigned to the old user
Step 3: Remove the old user
Once you are ready to remove the old user:
Go to Customization → Users → User Management
Find the user you want to remove
Click the three dots (⋯) next to their name
Select Delete
Removing the user will free up a seat, which can be assigned to the new user if needed.
Step 4: Assign a seat (if required)
If the new user was on a trial:
Assign them an available seat to maintain access after the trial ends
Tips
Always reassign records before removing a user to avoid losing ownership visibility
You can skip reassignment if the old user has no active records
Completing this process during the trial window helps avoid interruptions