Deleting a user

When you delete a user, you do not delete any existing transactions that the user drafted or approved, including recurring transactions. Deletion is permanent, so use caution before deleting a user.

To delete a user

  1. In the navigation menu, click or tap Commercial > Users.
  2. Locate the user that you want to delete. You can browse or search for the user. Click or tap the edit user icon ().
  3. Click or tap Delete.
  4. Click or tap Yes to verify the deletion.
  5. Click or tap Close.