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Account Admin
Getting started
How to navigate the Admin tab How to set up a new workspace How to work out why a user can’t see something
User Management
How to create a user How to assign a role to an existing user How to edit a user’s profile How to reset a user’s password How to deactivate or reactivate a user How to delete a user How to give a user access to more than one organization
Roles Management
How to create a role How to edit a role How to assign a security tag to a role How to delete a role
Group Management
How to create a group How to create a subgroup How to edit a group How to delete a group
Organization Management
How to create an organization How to configure organization filter parameters How to edit an organization How to delete an organization
Security Tags
How to create a security tag How to edit a security tag

How to delete a user

Permanently remove a user record from the workspace. Deletion can’t be undone, so work through the checks below before you do it.

Before you begin

You need the Account Admin role and the user’s identifier or email address.

Deletion is permanent and cannot be reversed. There is no undo and no recycle bin. If there’s any chance you’ll want this record back, a disputed departure, an unfinished handover, an audit period still open then deactivate instead. An inactive account is just as blocked from signing in, and you can still delete it later. See How to deactivate or reactivate a user.

Work through this before deleting:

  1. Reassign anything they own. Reports, pipelines, and rules created by the user stay in the workspace after deletion. They aren’t removed, but their creator record is gone, which makes ownership and history harder to establish later.
  2. Check for scheduled content. Anything scheduled under their name needs an owner who still exists.
  3. Confirm they’re not your last Account Admin. A workspace needs at least one, and no one else can grant the role.

Steps

Step 1. Reassign their content

Do this first, while the record still exists to search against. Once it’s deleted, finding what they owned gets considerably harder.

Step 2. Open User Management

From the main navigation, click Admin, then open the User Management tab.

Step 3. Find the user

Search by user identifier or email address. Check it’s the right person. Identifiers can look alike, and this is the last point at which a mistake is recoverable.

Step 4. Delete

In the user’s row, open the settings menu and select Delete. Confirm at the warning prompt.

Result

The record is gone from User Management and the person can no longer sign in.

Common issues

  1. I deleted the wrong user. The record can’t be recovered. Create a new user with the same details and reassign their roles, organizations, and group memberships by hand, this rebuilds their access but not their history.
  2. A scheduled Report stopped running. It was likely owned by the deleted user. Recreate the schedule under an active owner.
  3. The deletion was blocked. Something still depends on the record.