You can delete a user record that was created in error or is no longer needed, only if the user is not tied to any transactions. If the user does have transactions, you must inactivate the user (refer to the Inactivate a User topic).
Note: Deleted users are purged from the system and will have to be recreated if they return.
1. Go to Admin > Users.
2. Click Delete next to the user record you want to remove. A warning will appear prompting for confirmation:
Warning: This will permanently delete the user from the system and will require recreation if they return. If the user is likely to return, it is recommended that they be Inactivated instead.
•Click Inactivate in the warning prompt to inactivate the user. The Active checkbox in the user list is unchecked.
•Click Delete to perform the delete process. The user is purged from the system.
•Click Cancel to return to the user list with no changes.
A user can also be deleted from the User Details section (Users > More Details). A Delete option is available when you click the down arrow next to Save. Click Delete to delete the selected user.
When an administrator attempts to delete an active user from the User Details section, the following warning will appear prompting for confirmation:
Warning: This will permanently delete the user from the system and will require recreation if they return. If the user is likely to return, it is recommended that they be Inactivated instead.
•Click Inactivate in the warning prompt to inactivate the user. The Active checkbox in the User Details section is unchecked.
•Click Delete to perform the delete process. The user no longer appears in the user list.
•Click Cancel to return to the User Details section with no changes.