How to Delete a User

Deleting a user is an important step when a team member no longer needs access to the financial data management software. Here's how to do it securely.

Step 1: Access User Management

1. Log in with your administrator credentials.
2. From the main menu, go to "Users" and click "User Management".

Step 2: Select the User to Delete

1. Use the search bar or scroll through the user list to locate the user you want to delete.
2. Click on the user’s name to open their profile.

Step 3: Delete the User

1. On the user’s profile page, click "Delete" or "Deactivate" depending on the available option.
2. A confirmation window will appear. Confirm the action by clicking "Yes, Delete".

Important Note: Deleting a user is permanent, and all associated data (such as access logs and personal reports) will be removed as well. If you want to retain the data, consider temporarily deactivating the user instead of permanently deleting them.

Next Steps

Once a user is deleted, you can always add a new team member by following the steps outlined in our article on how to add a new user.