Delete user

Delete user

Goal

This article explains how to delete a user in the system. When you delete a user, their access stops immediately. Any related quotations and orders are not deleted. Those records stay in the system.

Warning
Deleting a user cannot be undone. Make sure you are deleting the correct person. The user will lose access immediately, but their quotations and orders remain available in the system.

Procedure

Step 1: Open Settings

Click Settings in the main menu.


Step 2: Open the User area

Click User. The user area opens.


Step 3: Find and select the user

Use the search field to type the person’s name, or scroll the list. Click the user to open their profile.


Idea
Check the email address and role before you delete to confirm you selected the correct user.

Step 4: Click the delete (trash-bin) icon

In the upper-right corner of the user profile, click the trash-bin icon to start deletion.


Step 5: Confirm deletion

Read the confirmation message. Click Confirm (or Delete) to complete the action.


Step 6: Verify the result

The user no longer appears in the user list. Their quotations and orders remain in the system.

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