An Account Owner or Account Admins can delete a user from their account via Account Admin > Manage Users.
To delete a user, simply click the delete icon to the right of their name. Deleting a user will free up a user account and, depending on the type of user deleted, increase the 'Available writer users' / 'Available reader users' count of your account by one.
A delete is permanent and cannot be undone. On deleting a user, the following data will be deleted permanently and cannot be retrieved.
- Any clients saved in their Client Library;
- Any reports belonging to clients saved in their Report Library; and
- Any custom providers, investments, advice options & reasons, report templates that they haven't shared and are therefore still owned by the user.
Reassign a user's clients and reports
If you do not want the user's clients and reports to be deleted, you can:
- Manually reassign an individual client (and their reports) to another user; or
- Bulk reassign all of their clients (and reports) to another user within your account.
When you delete a user, you will be prompted to confirm whether you wish to delete all of their clients and reports or reassign them all to another user.
