Delete Users

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Delete Users

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You can delete a user from the People and Meeting view by highlighting the user name

Right-click and select delete

 

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Note: Currently, for audit trail purposes there is no way to delete users/employees who are assigned to records or goal related data. This means that if a User is Assigned to a goal record or progress update, the user can not be deleted.  You can however, replace users that need to be deleted with other users. See Multi-Edit ("Who and Creator"). However, keep in mind that there is not a multi-edit feature  available for progress updates which means that you will  need to make the assignment modifications for each progress record and other related goal type i.e., Todos and Events.

 

When you attempt to delete a user when the circumstances above are applicable, you will receive the prompt below.

 

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