How to Delete a User
Note: Once a user is deleted, this is permanent and cannot be undone, and any data associated with them will no longer be accessible. Proceed with caution!
Deleting a user who has not yet set up their account or finished onboarding
These users are either in the Onboarding process or have been imported via spreadsheet but not yet sent an invitation to create their login. The process to delete either is the same. On the My Team page, find the user you want to delete under the Onboarding Team Members or the Pending Invitation Team Members section. Click the Delete button at the far right, and then Yes to the “Are you sure you want to delete [user name]?” prompt that appears.
Deleting an active user
Before an active user can be deleted, they must be set to inactive. To do this, open their Profile and change their status to Inactive under the Job section. A prompt will appear: “You are going to inactivate this employee account. This employee will no longer be able to login. If you want to proceed, please confirm.” Click Yes, and then save your changes by clicking the Save button at the bottom of the page. The user is now inactive and can be deleted.
Still on the Profile, click the Manage button inside the Personal tab, and then click Delete and then Yes to the “Are you sure?” prompt. Your user is then deleted, and your page will be rerouted to My Team. If you get an error message that your user was unable to be deleted, confirm that their status was saved as Inactive.
Related Articles
User Types
The Employee Type determines what kind of access the user will have the account and what kinds of actions they can perform. There are four user types possible in an account: Client-Admin, Manager, Employee, and Contractor. Client-Admin Client-Admin ...How to Add a New User
Both client-admins and managers can quickly add new users who don't need to go through onboarding from the Dashboard or the My Team page. On both pages is an "Add Employee" button on the top right. Click this to open the invitation form. This is the ...Creating and Managing Tasks
Creating a task From your Dashboard, click the “Add new task” inside the Task card to open the task form. In the task form, fill out the details for your task. The only two fields that are required here are the name and the due date. Assigning tasks ...How to remove a time off request
In the event that you would like to delete a time off request from an employee, this action can be done no matter the status of the request (approved, denied, or pending) and before or after the request date has passed. To delete a request, navigate ...How Do I Cancel a Time-off Request?
If you are an Employee user, you can cancel time off requests through the Time Off card on your Dashboard. Find the request you want to cancel and click the ‘X’ at the end of the line. Click Yes to the “Are you sure you want to delete this request?” ...