How Do I Delete a User Account?

Quick Overview

There are three user management options:

• Delete – remove a user with no logged data.
• Inactive – remove user access while keeping history.
• Hard Delete – permanently remove a user and all logged data.

Delete User

1. Go to Users
2. Search for the user
3. Click on the Trash icon to the far left of the user. (Note - users with logged data will have a grayed out trash icon on a Sub Admin platform and can only be deleted by the Main Admin via the Hard Delete function).
4. Confirm deletion when prompted.

Result:

• User is removed

Inactivate User

1. Go to Users
2. Search for the user.
3. Click on Active to change the user's status
4. Confirm status update when prompted.

Result:

• User will no longer have access to the system.
• Seat becomes available.
• User remains in reports.

Hard Delete User

(Main Admin feature only, when enabled)

1. Go to Users
2. Search for the user
3. Click on the Trash icon to the far left of the user.
4. Check the box to confirm you understand all data will be permanently removed.
5. Select Confirm.

Result:

• User and associated records are permanently removed