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How do I delete a user?

Modified on Tue, 10 Dec, 2024 at 2:59 PM

Navigate to User Management 

  1. Access Setup - Find and click on the “Setup” cog icon in the bottom left-hand corner. A dropdown appears. 
  2. Select People - Within Setup, locate and select the “People” category, which is your gateway to managing user information and settings.

Delete a User

  1. Identify the User: Scroll through the list to locate the person whose active status you wish to change. Alternatively, you can use filters to narrow down your search. 

  2. Select the User: Click on the circular check box next to the user’s name to access their settings.

  3. Accessing Settings: An “Options” window will appear on the right-hand side. Select “Remove” to delete the selected user.

Note: For auditing purposes, you can only delete a user who does not have any claims associated with their record. If they do, and you click Remove, their People record will be marked as Inactive. 

 

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