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How to Delete/Deactivate a user?
How to Delete/Deactivate a user?

Learn how to delete or deactivate a user in ProcureDesk.

Updated over 4 months ago

Prerequisites

  • Admin access.

Step-by-Step Instructions:

Deleting a User

  1. Access the Admin Console:

    • Go to the Admin console.

    • Select Users from the sub-menu.

  2. Delete the User:

    • Click on the Trash can icon (Under the Actions column) beside the user's name you want to delete.

    • Confirm the deletion by clicking Delete.

Deactivating a User

  1. Access the Admin Console:

    • Go to the Admin console.

    • Select Users from the menu on the left.

  2. Edit the User:

    • Click on the edit icon for the user you want to deactivate.

  3. Deactivate the User:

    • Change the status to Inactive.

    • Click on the Update User button.

    Note: Inactive users cannot log in to the system.

FAQs

  1. Why can't I delete a user?

    • Users with associated purchase orders or invoice records cannot be deleted. Use the deactivate option instead.

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