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Deleting a user

An Admin can delete a member from the workplace. Members cannot delete users.

Deleting removes that person and everything they created. It is not the same as setting them to Inactive.

Delete from the Users listDelete from the Users list

1
Open Users

Open Settings, then Users, and stay on the Users tab.

2
Find the row

Use Search members if the list is long. The Actions column is on the right of that row.

3
Use the delete icon

The delete icon is in Actions, beside the edit icon on members you can edit. Choose it to delete that member.

The member leaves the Users list. Work they created in the workplace is deleted with them.

warning

Deletion is permanent. Cases and any other work that member created are deleted with the account. If that work must stay, set Status to Inactive instead. See Managing users.

Inactive or deleteInactive or delete

Set Inactive
Delete
Where
Profile tab, Status
Actions column, delete icon
The person
Stays on the Users list
Removed from the workplace
Their work
Stays in the workplace
Everything they created is deleted
Invite still open
Status shows Inactive. Resend from Profile.
The member and the invite are gone.
Use it when
They should lose access, or they never accepted an expired invite.
The person and the work they created should both be removed.

Before you deleteBefore you delete

Check the row
Confirm the name and email. The delete icon acts on that member only.
Keep the work
Set Status to Inactive on Profile and choose Save. Do not use the delete icon.
Expired invite
An Inactive member who never accepted can be resent from Profile, or deleted if they should not remain on the list.