Deleting a user

Purpose: You may need to delete a user for a couple of reasons. The employee has the left the business or you need to delete the user to re create them with a different license type. 

 

Please note:

  • A deleted user cannot be recovered/reversed
  • You must reassign all future jobs/estimates to another user before you can delete the user
  • You cannot delete yourself as a user, another user must do this
  • Only Owner/Managers can delete users

 

How to delete a user

  1. Profile Icon > Settings > Users > Users > View > Quick links > Delete user

deleting a user.png

 

     2. Type "delete"

 

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Related guide:

What happens if I delete a user?