How to Deactivate or Delete a user

Learn how to deactivate or delete users who are no longer relevant to your organization.

Note:

  • Before deleting or deactivating any participant, know that there are several inactive participant statuses that could be used instead: cancelled, suspended, and completed.  Each of these will remove a participant's access to the platform without removing your ability to manage and report on their accounts. Deleted Users cannot be undone and their data is lost.
  • Only Regulators, Sponsors, and Employer Administrators have the ability to deactivate and delete users.

Step 1: Navigate to Manage (User Management) on the Blue Navigation Bar.


Sponsor User Management

Step 2: Hover over the user you'd like to deactivate or delete & click on the three vertical dots on the far right

User Management Deactivate

Step 3: Click Deactivate or Delete User

Deactivate User Menu